Monument Group Wealth Advisors, LLC VTV Holdings History
Monument Group Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Monument Group Wealth Advisors, LLC held 17,993.00 shares of Vanguard Value ETF(VTV), totaling $3.11 Mil. This investment constitutes 2.15% of their stock portfolio, and Monument Group Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Monument Group Wealth Advisors, LLC has made 1 purchases of VTV, at an average price of $144.33, for a total of 21,839.00 shares. In addition, there have been 4 sales at an average price of $161.62 for 3,846.00 shares. Based on historical transaction data and VTV's current price of $179.60, Monument Group Wealth Advisors, LLC's estimated gain on his VTV holdings is $701,169.57, reflecting a 22.25% gain to date.
Monument Group Wealth Advisors, LLC VTV ($179.60) Holding Chart
Monument Group Wealth Advisors, LLC VTV ($179.60) 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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