Towerpoint Wealth, LLC VTV Holdings History
Towerpoint Wealth, LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, Towerpoint Wealth, LLC held 151,517.00 shares of Vanguard Value ETF(VTV), totaling $26.78 Mil. This investment constitutes 11.87% of their stock portfolio, and Towerpoint Wealth, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q2. And since then Towerpoint Wealth, LLC has made 22 purchases of VTV, at an average price of $120.81, for a total of 183,000.00 shares. In addition, there have been 7 sales at an average price of $131.24 for 31,483.00 shares. Based on historical transaction data and VTV's current price of $176.09, Towerpoint Wealth, LLC's estimated gain on his VTV holdings is $8.70 Mil, reflecting a 39.37% gain to date.
Towerpoint Wealth, LLC VTV ($176.09) Holding Chart
Towerpoint Wealth, LLC VTV ($176.09) 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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