Wealth Management Strategies, Inc. VTV Holdings History
Wealth Management Strategies, Inc.'s Vanguard Value ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 43,743.00 shares of Vanguard Value ETF(VTV), totaling $7.56 Mil. This investment constitutes 5.05% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of VTV, at an average price of $175.30, for a total of 43,743.00 shares. Based on historical transaction data and VTV's current price of $180.57, Wealth Management Strategies, Inc.'s estimated gain on his VTV holdings is $230,643.88, reflecting a 3.01% gain to date.
Wealth Management Strategies, Inc. VTV ($180.57) Holding Chart
Wealth Management Strategies, Inc. VTV ($180.57) 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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