McMill Wealth Management VTV Holdings History
Number of Shares
11,618.00
Current Holdings Value*
$2.01 Mil
% of Portfolio
0.81%
Total Estimate Gain
$32,021.38
% of Total Estimate Gain
1.58%
McMill Wealth Management's Vanguard Value ETF Holding Summary
As of 2025-03-31, McMill Wealth Management held 11,618.00 shares of Vanguard Value ETF(VTV), totaling $2.01 Mil. This investment constitutes 0.81% of their stock portfolio, and McMill Wealth Management now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then McMill Wealth Management has made 1 purchases of VTV, at an average price of $174.67, for a total of 11,618.00 shares. Based on historical transaction data and VTV's current price of $177.43, McMill Wealth Management's estimated gain on his VTV holdings is $32,021.38, reflecting a 1.58% gain to date.
McMill Wealth Management VTV ($177.43) Holding Chart
McMill Wealth Management 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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