Strategies Wealth Advisors, LLC VTV Holdings History
Strategies Wealth Advisors, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Strategies Wealth Advisors, LLC held 689,117.00 shares of Vanguard Value ETF(VTV), totaling $119.04 Mil. This investment constitutes 14.54% of their stock portfolio, and Strategies Wealth Advisors, LLC now holds 0.09% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Strategies Wealth Advisors, LLC has made 11 purchases of VTV, at an average price of $147.82, for a total of 689,154.00 shares. In addition, there have been 1 sales at an average price of $136.63 for 37.00 shares. Based on historical transaction data and VTV's current price of $176.67, Strategies Wealth Advisors, LLC's estimated gain on his VTV holdings is $19.88 Mil, reflecting a 19.51% gain to date.
Strategies Wealth Advisors, LLC VTV ($176.67) Holding Chart
Strategies Wealth Advisors, LLC VTV ($176.67) 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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