Ledge Wealth Management, Inc. VTV Holdings History
Ledge Wealth Management, Inc.'s Vanguard Value ETF Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 202,188.00 shares of Vanguard Value ETF(VTV), totaling $30.23 Mil. This investment constitutes 11.75% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 7 purchases of VTV, at an average price of $142.31, for a total of 202,188.00 shares. Based on historical transaction data and VTV's current price of $180.57, Ledge Wealth Management, Inc.'s estimated gain on his VTV holdings is $7.74 Mil, reflecting a 26.88% gain to date.
Ledge Wealth Management, Inc. VTV ($180.57) Holding Chart
Ledge Wealth Management, Inc. 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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