Total Wealth Planning, LLC VTV Holdings History
Total Wealth Planning, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Total Wealth Planning, LLC held 317,036.00 shares of Vanguard Value ETF(VTV), totaling $56.03 Mil. This investment constitutes 7.08% of their stock portfolio, and Total Wealth Planning, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then Total Wealth Planning, LLC has made 22 purchases of VTV, at an average price of $125.61, for a total of 422,099.00 shares. In addition, there have been 4 sales at an average price of $142.42 for 105,063.00 shares. Based on historical transaction data and VTV's current price of $177.66, Total Wealth Planning, LLC's estimated gain on his VTV holdings is $18.27 Mil, reflecting a 34.46% gain to date.
Total Wealth Planning, LLC VTV ($177.66) Holding Chart
Total Wealth Planning, 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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