Stone Summit Wealth LLC VTV Holdings History
Stone Summit Wealth LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Stone Summit Wealth LLC held 92,091.00 shares of Vanguard Value ETF(VTV), totaling $15.91 Mil. This investment constitutes 5.39% of their stock portfolio, and Stone Summit Wealth LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Stone Summit Wealth LLC has made 11 purchases of VTV, at an average price of $141.99, for a total of 93,808.00 shares. In addition, there have been 2 sales at an average price of $175.10 for 1,717.00 shares. Based on historical transaction data and VTV's current price of $177.06, Stone Summit Wealth LLC's estimated gain on his VTV holdings is $3.29 Mil, reflecting a 24.68% gain to date.
Stone Summit Wealth LLC VTV ($177.06) Holding Chart
Stone Summit Wealth LLC VTV ($177.06) 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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