One Charles Private Wealth Services, LLC VTV Holdings History
One Charles Private Wealth Services, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held 85,026.00 shares of Vanguard Value ETF(VTV), totaling $14.69 Mil. This investment constitutes 4.75% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q4. And since then One Charles Private Wealth Services, LLC has made 17 purchases of VTV, at an average price of $117.51, for a total of 242,791.00 shares. In addition, there have been 4 sales at an average price of $110.74 for 157,765.00 shares. Based on historical transaction data and VTV's current price of $177.66, One Charles Private Wealth Services, LLC's estimated gain on his VTV holdings is $4.05 Mil, reflecting a 14.18% gain to date.
One Charles Private Wealth Services, LLC VTV ($177.66) Holding Chart
One Charles Private Wealth Services, LLC VTV ($177.66) 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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