Waldron Private Wealth LLC VTV Holdings History
Waldron Private Wealth LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Waldron Private Wealth LLC held 1.44 Mil shares of Vanguard Value ETF(VTV), totaling $249.42 Mil. This investment constitutes 11.78% of their stock portfolio, and Waldron Private Wealth LLC now holds 0.18% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2015Q3. And since then Waldron Private Wealth LLC has made 23 purchases of VTV, at an average price of $130.32, for a total of 1.63 Mil shares. In addition, there have been 6 sales at an average price of $138.02 for 189,464.00 shares. Based on historical transaction data and VTV's current price of $177.66, Waldron Private Wealth LLC's estimated gain on his VTV holdings is $69.82 Mil, reflecting a 32.80% gain to date.
Waldron Private Wealth LLC VTV ($177.66) Holding Chart
Waldron Private Wealth LLC VTV ($177.66) 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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