PRESILIUM PRIVATE WEALTH, LLC VTV Holdings History
PRESILIUM PRIVATE WEALTH, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, PRESILIUM PRIVATE WEALTH, LLC held 334,975.00 shares of Vanguard Value ETF(VTV), totaling $57.86 Mil. This investment constitutes 12.96% of their stock portfolio, and PRESILIUM PRIVATE WEALTH, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then PRESILIUM PRIVATE WEALTH, LLC has made 8 purchases of VTV, at an average price of $143.63, for a total of 341,020.00 shares. In addition, there have been 1 sales at an average price of $140.69 for 6,045.00 shares. Based on historical transaction data and VTV's current price of $177.66, PRESILIUM PRIVATE WEALTH, LLC's estimated gain on his VTV holdings is $11.38 Mil, reflecting a 23.24% gain to date.
PRESILIUM PRIVATE WEALTH, LLC VTV ($177.66) Holding Chart
PRESILIUM PRIVATE WEALTH, 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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