A detailed history of Golden State Equity Partners transactions in Vanguard Value ETF stock. As of the latest transaction made, Golden State Equity Partners holds 3,196 shares of VTV stock, worth $568,888. This represents 0.31% of its overall portfolio holdings.

Number of Shares
3,196
Previous 2,733 16.94%
Holding current value
$568,888
Previous $477,000 16.77%
% of portfolio
0.31%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$159.75 - $174.57 $73,964 - $80,825
463 Added 16.94%
3,196 $557,000
Q3 2024

Oct 25, 2024

SELL
$159.75 - $174.57 $206,237 - $225,369
-1,291 Reduced 32.08%
2,733 $477,000
Q2 2024

Jul 29, 2024

BUY
$154.57 - $163.65 $198,622 - $210,290
1,285 Added 46.91%
4,024 $645,000
Q4 2023

Feb 02, 2024

BUY
$131.82 - $149.95 $29,659 - $33,738
225 Added 8.95%
2,739 $409,000
Q3 2023

Oct 20, 2023

BUY
$137.93 - $147.18 $35,310 - $37,678
256 Added 11.34%
2,514 $346,000
Q2 2023

Jul 19, 2023

BUY
$134.74 - $142.42 $47,697 - $50,416
354 Added 18.59%
2,258 $320,000
Q1 2023

Jun 01, 2023

BUY
$132.13 - $144.96 $25,368 - $27,832
192 Added 11.21%
1,904 $263 Million
Q1 2022

May 18, 2022

SELL
$140.46 - $150.33 $12,500 - $13,379
-89 Reduced 4.94%
1,712 $253,000
Q1 2022

May 16, 2022

BUY
$140.46 - $150.33 $12,500 - $13,379
89 Added 5.2%
1,801 $237,000
Q4 2021

Feb 11, 2022

SELL
$136.43 - $147.24 $10,777 - $11,631
-79 Reduced 4.41%
1,712 $252,000
Q3 2021

Nov 15, 2021

SELL
$134.5 - $142.48 $11,970 - $12,680
-89 Reduced 4.73%
1,791 $242,000
Q2 2021

Aug 12, 2021

BUY
$132.12 - $141.17 $10,437 - $11,152
79 Added 4.39%
1,880 $258,000
Q4 2020

Feb 08, 2021

BUY
$101.75 - $119.15 $183,251 - $214,589
1,801 New
1,801 $214,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.