Wealth Preservation Advisors, LLC VTV Holdings History
Number of Shares
25,283.00
Current Holdings Value*
$4.37 Mil
% of Portfolio
3.12%
Total Estimate Gain
$113,267.84
% of Total Estimate Gain
2.57%
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 $178.87, Wealth Preservation Advisors, LLC's estimated gain on his VTV holdings is $113,267.84, reflecting a 2.57% gain to date.
Wealth Preservation Advisors, LLC VTV ($178.87) Holding Chart
Wealth Preservation Advisors, LLC 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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