MISSION WEALTH MANAGEMENT, LP VTV Holdings History
MISSION WEALTH MANAGEMENT, LP's Vanguard Value ETF Holding Summary
As of 2025-03-31, MISSION WEALTH MANAGEMENT, LP held 2.26 Mil shares of Vanguard Value ETF(VTV), totaling $391.22 Mil. This investment constitutes 9.6% of their stock portfolio, and MISSION WEALTH MANAGEMENT, LP now holds 0.27% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then MISSION WEALTH MANAGEMENT, LP has made 21 purchases of VTV, at an average price of $127.02, for a total of 2.30 Mil shares. In addition, there have been 7 sales at an average price of $120.76 for 36,658.00 shares. Based on historical transaction data and VTV's current price of $179.63, MISSION WEALTH MANAGEMENT, LP's estimated gain on his VTV holdings is $118.92 Mil, reflecting a 40.68% gain to date.
MISSION WEALTH MANAGEMENT, LP VTV ($179.63) Holding Chart
MISSION WEALTH MANAGEMENT, LP VTV ($179.63) 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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