Lantern Wealth Advisors, LLC VTV Holdings History
Lantern Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2024-12-31, Lantern Wealth Advisors, LLC held 244.00 shares of Vanguard Value ETF(VTV), totaling $413,310.00. This investment constitutes 0.27% of their stock portfolio, and Lantern Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then Lantern Wealth Advisors, LLC has made 1 purchases of VTV, at an average price of $175.52, for a total of 244.00 shares. Based on historical transaction data and VTV's current price of $180.57, Lantern Wealth Advisors, LLC's estimated gain on his VTV holdings is $1,232.20, reflecting a 2.88% gain to date.
Lantern Wealth Advisors, LLC VTV ($180.57) Holding Chart
Lantern Wealth Advisors, LLC VTV ($180.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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