Number of Shares
50,606.00
Current Holdings Value*
$8.74 Mil
% of Portfolio
1.87%
Total Estimate Gain
$1.11 Mil
% of Total Estimate Gain
13.68%

Prestige Wealth Management Group LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Prestige Wealth Management Group LLC held 50,606.00 shares of Vanguard Value ETF(VTV), totaling $8.74 Mil. This investment constitutes 1.87% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 5 purchases of VTV, at an average price of $157.93, for a total of 51,216.00 shares. In addition, there have been 5 sales at an average price of $149.68 for 610.00 shares. Based on historical transaction data and VTV's current price of $179.89, Prestige Wealth Management Group LLC's estimated gain on his VTV holdings is $1.11 Mil, reflecting a 13.68% gain to date.

Prestige Wealth Management Group LLC VTV ($179.89) Holding Chart

Prestige Wealth Management Group LLC VTV ($179.89) 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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