WEALTHSPAN PARTNERS, LLC VTV Holdings History
Number of Shares
132,833.00
Current Holdings Value*
$22.95 Mil
% of Portfolio
10.6%
Total Estimate Gain
$4.53 Mil
% of Total Estimate Gain
23.43%
WEALTHSPAN PARTNERS, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 132,833.00 shares of Vanguard Value ETF(VTV), totaling $22.95 Mil. This investment constitutes 10.6% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then WEALTHSPAN PARTNERS, LLC has made 14 purchases of VTV, at an average price of $145.53, for a total of 132,833.00 shares. Based on historical transaction data and VTV's current price of $179.63, WEALTHSPAN PARTNERS, LLC's estimated gain on his VTV holdings is $4.53 Mil, reflecting a 23.43% gain to date.
WEALTHSPAN PARTNERS, LLC VTV ($179.63) Holding Chart
WEALTHSPAN PARTNERS, LLC VTV ($179.63) 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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