Peninsula Wealth, LLC VTV Holdings History
Peninsula Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2024-12-31, Peninsula Wealth, LLC held 231,153.00 shares of Vanguard Value ETF(VTV), totaling $39.13 Mil. This investment constitutes 6.67% of their stock portfolio, and Peninsula Wealth, LLC now holds 0.03% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then Peninsula Wealth, LLC has made 17 purchases of VTV, at an average price of $108.06, for a total of 503,794.00 shares. In addition, there have been 10 sales at an average price of $146.03 for 272,641.00 shares. Based on historical transaction data and VTV's current price of $177.66, Peninsula Wealth, LLC's estimated gain on his VTV holdings is $26.44 Mil, reflecting a 48.56% gain to date.
Peninsula Wealth, LLC VTV ($177.66) Holding Chart
Peninsula 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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