HOHIMER WEALTH MANAGEMENT, LLC VTV Holdings History
HOHIMER WEALTH MANAGEMENT, LLC's Vanguard Value ETF Holding Summary
As of 2024-06-30, HOHIMER WEALTH MANAGEMENT, LLC held 42,091.00 shares of Vanguard Value ETF(VTV), totaling $6.75 Mil. This investment constitutes 1.57% of their stock portfolio, and HOHIMER WEALTH MANAGEMENT, LLC now holds -% of the outstanding Vanguard Value ETF(VTV) stock.
The initial trade took place in 2023Q1. And since then HOHIMER WEALTH MANAGEMENT, LLC has made 6 purchases of VTV, at an average price of $140.42, for a total of 42,091.00 shares. Based on historical transaction data and VTV's current price of $174.38, HOHIMER WEALTH MANAGEMENT, LLC's estimated gain on his VTV holdings is $1.43 Mil, reflecting a 24.18% gain to date.
HOHIMER WEALTH MANAGEMENT, LLC VTV ($174.38) Holding Chart
HOHIMER WEALTH MANAGEMENT, LLC VTV ($174.38) 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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