Prestige Wealth Management Group LLC VTV Holdings History
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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