Number of Shares
52,412.00
Current Holdings Value*
$9.26 Mil
% of Portfolio
3.58%
Total Estimate Gain
$1.80 Mil
% of Total Estimate Gain
22.97%

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 %

Top Ranked Articles

  • 1