Olistico Wealth, LLC VTV Holdings History
Olistico Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Olistico Wealth, LLC held 44,559.00 shares of Vanguard Value ETF(VTV), totaling $7.88 Mil. This investment constitutes 4.37% of their stock portfolio, and Olistico Wealth, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then Olistico Wealth, LLC has made 3 purchases of VTV, at an average price of $137.39, for a total of 50,827.00 shares. In addition, there have been 7 sales at an average price of $157.53 for 6,268.00 shares. Based on historical transaction data and VTV's current price of $178.87, Olistico Wealth, LLC's estimated gain on his VTV holdings is $1.97 Mil, reflecting a 28.28% gain to date.
Olistico Wealth, LLC VTV ($178.87) Holding Chart
Olistico Wealth, LLC VTV ($178.87) 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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