Wiser Advisor Group LLC VTV Holdings History
Wiser Advisor Group LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, Wiser Advisor Group LLC held 11,791.00 shares of Vanguard Value ETF(VTV), totaling $2.04 Mil. This investment constitutes 3.01% of their stock portfolio, and Wiser Advisor Group LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q4. In addition, there have been 5 sales at an average price of $163.59 for 1,071.00 shares. Based on historical transaction data and VTV's current price of $177.87, Wiser Advisor Group LLC's estimated gain on his VTV holdings is $462,918.25, reflecting a 25.58% gain to date.
Wiser Advisor Group LLC VTV ($177.87) Holding Chart
Wiser Advisor Group LLC VTV ($177.87) 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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