RWA WEALTH PARTNERS, LLC VTV Holdings History
RWA WEALTH PARTNERS, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, RWA WEALTH PARTNERS, LLC held 4.38 Mil shares of Vanguard Value ETF(VTV), totaling $756.55 Mil. This investment constitutes 9.54% of their stock portfolio, and RWA WEALTH PARTNERS, LLC now holds 0.55% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then RWA WEALTH PARTNERS, LLC has made 14 purchases of VTV, at an average price of $138.35, for a total of 4.94 Mil shares. In addition, there have been 13 sales at an average price of $171.33 for 558,222.00 shares. Based on historical transaction data and VTV's current price of $180.57, RWA WEALTH PARTNERS, LLC's estimated gain on his VTV holdings is $203.33 Mil, reflecting a 29.76% gain to date.
RWA WEALTH PARTNERS, LLC VTV ($180.57) Holding Chart
RWA WEALTH PARTNERS, LLC VTV ($180.57) 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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