Thrive Wealth Management, LLC VTV Holdings History
Thrive Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Thrive Wealth Management, LLC held 774,481.00 shares of Vanguard Value ETF(VTV), totaling $136.88 Mil. This investment constitutes 22.1% of their stock portfolio, and Thrive Wealth Management, LLC now holds 0.1% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Thrive Wealth Management, LLC has made 13 purchases of VTV, at an average price of $142.96, for a total of 790,937.00 shares. In addition, there have been 1 sales at an average price of $174.39 for 16,456.00 shares. Based on historical transaction data and VTV's current price of $178.26, Thrive Wealth Management, LLC's estimated gain on his VTV holdings is $27.85 Mil, reflecting a 24.63% gain to date.
Thrive Wealth Management, LLC VTV ($178.26) Holding Chart
Thrive Wealth Management, LLC VTV ($178.26) 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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