Selective Wealth Management, Inc. VTV Holdings History
Selective Wealth Management, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-06-30, Selective Wealth Management, Inc. held 2,616.00 shares of Vanguard Value ETF(VTV), totaling $466,370.00. This investment constitutes 0.17% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2019Q3. And since then Selective Wealth Management, Inc. has made 17 purchases of VTV, at an average price of $150.05, for a total of 7,989.00 shares. In addition, there have been 2 sales at an average price of $160.95 for 5,373.00 shares. Based on historical transaction data and VTV's current price of $178.26, Selective Wealth Management, Inc.'s estimated gain on his VTV holdings is $132,333.04, reflecting a 11.04% gain to date.
Selective Wealth Management, Inc. VTV ($178.26) Holding Chart
Selective Wealth Management, 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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