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 %

Top Ranked Articles

  • 1