Refined Wealth Management VTV Holdings History
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 % | |||
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