YARGER WEALTH STRATEGIES, LLC VTV Holdings History
YARGER WEALTH STRATEGIES, LLC's Vanguard Value ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 31,215.00 shares of Vanguard Value ETF(VTV), totaling $5.39 Mil. This investment constitutes 3.15% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2021Q4. And since then YARGER WEALTH STRATEGIES, LLC has made 5 purchases of VTV, at an average price of $142.65, for a total of 60,325.00 shares. In addition, there have been 7 sales at an average price of $152.57 for 29,110.00 shares. Based on historical transaction data and VTV's current price of $177.66, YARGER WEALTH STRATEGIES, LLC's estimated gain on his VTV holdings is $1.38 Mil, reflecting a 16.06% gain to date.
YARGER WEALTH STRATEGIES, LLC VTV ($177.66) Holding Chart
YARGER WEALTH STRATEGIES, LLC VTV ($177.66) 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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