WATERSHED PRIVATE WEALTH LLC VTV Holdings History
WATERSHED PRIVATE WEALTH LLC's Vanguard Value ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 62,529.00 shares of Vanguard Value ETF(VTV), totaling $11.05 Mil. This investment constitutes 4.02% 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 5 purchases of VTV, at an average price of $159.63, for a total of 64,623.00 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 $179.89, WATERSHED PRIVATE WEALTH LLC's estimated gain on his VTV holdings is $1.23 Mil, reflecting a 11.95% gain to date.
WATERSHED PRIVATE WEALTH LLC VTV ($179.89) Holding Chart
WATERSHED PRIVATE WEALTH LLC VTV ($179.89) 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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