Number of Shares
3,752.00
Current Holdings Value*
$648,120.00
% of Portfolio
0.49%
Total Estimate Gain
$12,269.04
% of Total Estimate Gain
1.88%

SAGE PRIVATE WEALTH GROUP, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 3,752.00 shares of Vanguard Value ETF(VTV), totaling $648,120.00. This investment constitutes 0.49% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2025Q1. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 1 purchases of VTV, at an average price of $174.39, for a total of 3,752.00 shares. Based on historical transaction data and VTV's current price of $177.66, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his VTV holdings is $12,269.04, reflecting a 1.88% gain to date.

SAGE PRIVATE WEALTH GROUP, LLC VTV ($177.66) Holding Chart

SAGE PRIVATE WEALTH GROUP, LLC VTV ($177.66) 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