Wealth Architects, LLC VTV Holdings History
Wealth Architects, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Wealth Architects, LLC held 144,887.00 shares of Vanguard Value ETF(VTV), totaling $25.03 Mil. This investment constitutes 2.76% of their stock portfolio, and Wealth Architects, LLC now holds 0.02% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2014Q4. And since then Wealth Architects, LLC has made 15 purchases of VTV, at an average price of $106.50, for a total of 195,115.00 shares. In addition, there have been 13 sales at an average price of $148.20 for 50,228.00 shares. Based on historical transaction data and VTV's current price of $177.66, Wealth Architects, LLC's estimated gain on his VTV holdings is $12.41 Mil, reflecting a 59.70% gain to date.
Wealth Architects, LLC VTV ($177.66) Holding Chart
Wealth Architects, 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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