Long Island Wealth Management, Inc. VTV Holdings History
Long Island Wealth Management, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Long Island Wealth Management, Inc. held 27,697.00 shares of Vanguard Value ETF(VTV), totaling $4.78 Mil. This investment constitutes 2.91% of their stock portfolio, and Long Island Wealth Management, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Long Island Wealth Management, Inc. has made 4 purchases of VTV, at an average price of $141.73, for a total of 27,697.00 shares. Based on historical transaction data and VTV's current price of $177.43, Long Island Wealth Management, Inc.'s estimated gain on his VTV holdings is $988,860.45, reflecting a 25.19% gain to date.
Long Island Wealth Management, Inc. VTV ($177.43) Holding Chart
Long Island Wealth Management, Inc. VTV ($177.43) 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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