Smith & Howard Wealth Management, LLC VTV Holdings History
Smith & Howard Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Smith & Howard Wealth Management, LLC held 139,893.00 shares of Vanguard Value ETF(VTV), totaling $24.72 Mil. This investment constitutes 6.26% of their stock portfolio, and Smith & Howard Wealth Management, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Smith & Howard Wealth Management, LLC has made 22 purchases of VTV, at an average price of $136.57, for a total of 146,862.00 shares. In addition, there have been 5 sales at an average price of $142.75 for 6,969.00 shares. Based on historical transaction data and VTV's current price of $176.09, Smith & Howard Wealth Management, LLC's estimated gain on his VTV holdings is $5.57 Mil, reflecting a 27.78% gain to date.
Smith & Howard Wealth Management, LLC VTV ($176.09) Holding Chart
Smith & Howard Wealth Management, LLC VTV ($176.09) 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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