TMD Wealth Management, LLC VTV Holdings History
TMD Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2024-06-30, TMD Wealth Management, LLC held 441,200.00 shares of Vanguard Value ETF(VTV), totaling $70.77 Mil. This investment constitutes 15.52% of their stock portfolio, and TMD Wealth Management, LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2020Q4. And since then TMD Wealth Management, LLC has made 9 purchases of VTV, at an average price of $137.28, for a total of 802,710.00 shares. In addition, there have been 5 sales at an average price of $137.75 for 361,510.00 shares. Based on historical transaction data and VTV's current price of $177.66, TMD Wealth Management, LLC's estimated gain on his VTV holdings is $17.99 Mil, reflecting a 16.32% gain to date.
TMD Wealth Management, LLC VTV ($177.66) Holding Chart
TMD Wealth Management, 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 % | |||
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