Number of Shares
64,348.00
Current Holdings Value*
$11.12 Mil
% of Portfolio
9.09%
Total Estimate Gain
$326,887.84
% of Total Estimate Gain
2.91%

Refined Wealth Management's Vanguard Value ETF Holding Summary

As of 2025-03-31, Refined Wealth Management held 64,348.00 shares of Vanguard Value ETF(VTV), totaling $11.12 Mil. This investment constitutes 9.09% of their stock portfolio, and Refined Wealth Management now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2025Q1. And since then Refined Wealth Management has made 1 purchases of VTV, at an average price of $174.39, for a total of 64,348.00 shares. Based on historical transaction data and VTV's current price of $179.47, Refined Wealth Management's estimated gain on his VTV holdings is $326,887.84, reflecting a 2.91% gain to date.

Refined Wealth Management VTV ($179.47) Holding Chart

Refined Wealth Management VTV ($179.47) 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 %

Top Ranked Articles

  • 1