SUMMIT WEALTH & RETIREMENT PLANNING, INC. VTV Holdings History
SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 7,493.00 shares of Vanguard Value ETF(VTV), totaling $1.29 Mil. This investment constitutes 0.4% of their stock portfolio, and SUMMIT WEALTH & RETIREMENT PLANNING, INC. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then SUMMIT WEALTH & RETIREMENT PLANNING, INC. has made 2 purchases of VTV, at an average price of $175.03, for a total of 7,493.00 shares. Based on historical transaction data and VTV's current price of $178.26, SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s estimated gain on his VTV holdings is $24,222.53, reflecting a 1.85% gain to date.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. VTV ($178.26) Holding Chart
SUMMIT WEALTH & RETIREMENT PLANNING, INC. VTV ($178.26) 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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