Vivid Wealth Management, LLC VTV Holdings History
Vivid Wealth Management, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Vivid Wealth Management, LLC held 50,591.00 shares of Vanguard Value ETF(VTV), totaling $8.74 Mil. This investment constitutes 4.37% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 5 purchases of VTV, at an average price of $155.66, for a total of 50,591.00 shares. Based on historical transaction data and VTV's current price of $180.30, Vivid Wealth Management, LLC's estimated gain on his VTV holdings is $1.25 Mil, reflecting a 15.83% gain to date.
Vivid Wealth Management, LLC VTV ($180.30) Holding Chart
Vivid Wealth Management, LLC VTV ($180.30) 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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