Moser Wealth Advisors, LLC VTV Holdings History
Moser Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Moser Wealth Advisors, LLC held 21,200.00 shares of Vanguard Value ETF(VTV), totaling $3.66 Mil. This investment constitutes 1.92% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Moser Wealth Advisors, LLC has made 12 purchases of VTV, at an average price of $146.57, for a total of 21,344.00 shares. In addition, there have been 1 sales at an average price of $140.69 for 144.00 shares. Based on historical transaction data and VTV's current price of $177.43, Moser Wealth Advisors, LLC's estimated gain on his VTV holdings is $653,384.58, reflecting a 20.89% gain to date.
Moser Wealth Advisors, LLC VTV ($177.43) Holding Chart
Moser Wealth Advisors, LLC 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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