WealthOne, LLC VTV Holdings History
WealthOne, LLC's Vanguard Value ETF Holding Summary
As of 2023-09-30, WealthOne, LLC held 326,927.00 shares of Vanguard Value ETF(VTV), totaling $45.09 Mil. This investment constitutes 18.21% of their stock portfolio, and WealthOne, LLC now holds 0.04% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2018Q4. And since then WealthOne, LLC has made 18 purchases of VTV, at an average price of $119.23, for a total of 333,214.00 shares. In addition, there have been 2 sales at an average price of $134.18 for 6,287.00 shares. Based on historical transaction data and VTV's current price of $178.48, WealthOne, LLC's estimated gain on his VTV holdings is $19.47 Mil, reflecting a 49.00% gain to date.
WealthOne, LLC VTV ($178.48) Holding Chart
WealthOne, LLC VTV ($178.48) 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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