Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.96 Mil
% of Total Estimate Gain
20.00%

SOUNDMARK WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary

As of 2024-06-30, SOUNDMARK WEALTH MANAGEMENT, LLC held - shares of Vanguard Value ETF(VTV), totaling N/A. This investment constitutes 0% of their stock portfolio, and SOUNDMARK WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2020Q4. And since then SOUNDMARK WEALTH MANAGEMENT, LLC has made 11 purchases of VTV, at an average price of $131.18, for a total of 74,898.00 shares. In addition, there have been 3 sales at an average price of $157.41 for 74,898.00 shares. Based on historical transaction data and VTV's current price of $177.66, SOUNDMARK WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $1.96 Mil, reflecting a 20.00% gain to date.

SOUNDMARK WEALTH MANAGEMENT, LLC VTV ($177.66) Holding Chart

SOUNDMARK WEALTH MANAGEMENT, 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 %

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