Number of Shares
25,283.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
3.12%
Total Estimate Gain
$156,248.94
% of Total Estimate Gain
3.54%

Wealth Preservation Advisors, LLC's Vanguard Value ETF Holding Summary

As of 2025-03-31, Wealth Preservation Advisors, LLC held 25,283.00 shares of Vanguard Value ETF(VTV), totaling $4.37 Mil. This investment constitutes 3.12% of their stock portfolio, and Wealth Preservation Advisors, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.

The initial trade took place in 2025Q1. Based on historical transaction data and VTV's current price of $180.57, Wealth Preservation Advisors, LLC's estimated gain on his VTV holdings is $156,248.94, reflecting a 3.54% gain to date.

Wealth Preservation Advisors, LLC VTV ($180.57) Holding Chart

Wealth Preservation Advisors, LLC 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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