PLANWISER FINANCIAL, LLC VTV Holdings History
Number of Shares
32,552.00
Current Holdings Value*
$5.46 Mil
% of Portfolio
4.94%
Total Estimate Gain
$106,445.04
% of Total Estimate Gain
1.88%
PLANWISER FINANCIAL, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, PLANWISER FINANCIAL, LLC held 32,552.00 shares of Vanguard Value ETF(VTV), totaling $5.46 Mil. This investment constitutes 4.94% of their stock portfolio, and PLANWISER FINANCIAL, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and VTV's current price of $177.66, PLANWISER FINANCIAL, LLC's estimated gain on his VTV holdings is $106,445.04, reflecting a 1.88% gain to date.
PLANWISER FINANCIAL, LLC VTV ($177.66) Holding Chart
PLANWISER FINANCIAL, 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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