Pasadena Private Wealth, LLC VTV Holdings History
Pasadena Private Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Pasadena Private Wealth, LLC held 390,521.00 shares of Vanguard Value ETF(VTV), totaling $67.46 Mil. This investment constitutes 13% of their stock portfolio, and Pasadena Private Wealth, LLC now holds 0.05% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Pasadena Private Wealth, LLC has made 16 purchases of VTV, at an average price of $118.08, for a total of 452,644.00 shares. In addition, there have been 8 sales at an average price of $146.62 for 62,123.00 shares. Based on historical transaction data and VTV's current price of $177.66, Pasadena Private Wealth, LLC's estimated gain on his VTV holdings is $25.04 Mil, reflecting a 46.85% gain to date.
Pasadena Private Wealth, LLC VTV ($177.66) Holding Chart
Pasadena 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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