WETZEL INVESTMENT ADVISORS, INC. VTV Holdings History
WETZEL INVESTMENT ADVISORS, INC.'s Vanguard Value ETF Holding Summary
As of 2025-06-30, WETZEL INVESTMENT ADVISORS, INC. held 76,270.00 shares of Vanguard Value ETF(VTV), totaling $13.55 Mil. This investment constitutes 6.2% of their stock portfolio, and WETZEL INVESTMENT ADVISORS, INC. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. And since then WETZEL INVESTMENT ADVISORS, INC. has made 6 purchases of VTV, at an average price of $161.52, for a total of 76,270.00 shares. Based on historical transaction data and VTV's current price of $178.87, WETZEL INVESTMENT ADVISORS, INC.'s estimated gain on his VTV holdings is $1.32 Mil, reflecting a 10.74% gain to date.
WETZEL INVESTMENT ADVISORS, INC. VTV ($178.87) Holding Chart
WETZEL INVESTMENT ADVISORS, INC. VTV ($178.87) 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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