Weinberger Asset Management, Inc VTV Holdings History
Weinberger Asset Management, Inc's Vanguard Value ETF Holding Summary
As of 2025-06-30, Weinberger Asset Management, Inc held 52,412.00 shares of Vanguard Value ETF(VTV), totaling $9.26 Mil. This investment constitutes 3.58% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.01% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then Weinberger Asset Management, Inc has made 12 purchases of VTV, at an average price of $146.04, for a total of 53,694.00 shares. In addition, there have been 2 sales at an average price of $166.83 for 1,282.00 shares. Based on historical transaction data and VTV's current price of $179.89, Weinberger Asset Management, Inc's estimated gain on his VTV holdings is $1.80 Mil, reflecting a 22.97% gain to date.
Weinberger Asset Management, Inc VTV ($179.89) Holding Chart
Weinberger Asset Management, Inc VTV ($179.89) 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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