WATERSHED PRIVATE WEALTH LLC VTV Holdings History
WATERSHED PRIVATE WEALTH LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, WATERSHED PRIVATE WEALTH LLC held 51,756.00 shares of Vanguard Value ETF(VTV), totaling $8.94 Mil. This investment constitutes 3.57% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2022Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 4 purchases of VTV, at an average price of $157.76, for a total of 53,850.00 shares. In addition, there have been 3 sales at an average price of $143.66 for 2,094.00 shares. Based on historical transaction data and VTV's current price of $180.30, WATERSHED PRIVATE WEALTH LLC's estimated gain on his VTV holdings is $1.14 Mil, reflecting a 13.38% gain to date.
WATERSHED PRIVATE WEALTH LLC VTV ($180.30) Holding Chart
WATERSHED PRIVATE WEALTH 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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