Sightline Wealth Advisors, LLC VTV Holdings History
Sightline Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Sightline Wealth Advisors, LLC held 101,255.00 shares of Vanguard Value ETF(VTV), totaling $17.90 Mil. This investment constitutes 8.64% of their stock portfolio, and Sightline Wealth Advisors, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then Sightline Wealth Advisors, LLC has made 17 purchases of VTV, at an average price of $150.46, for a total of 101,505.00 shares. In addition, there have been 1 sales at an average price of $124.74 for 250.00 shares. Based on historical transaction data and VTV's current price of $177.66, Sightline Wealth Advisors, LLC's estimated gain on his VTV holdings is $2.75 Mil, reflecting a 17.99% gain to date.
Sightline Wealth Advisors, LLC VTV ($177.66) Holding Chart
Sightline Wealth Advisors, 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
