Vertex Planning Partners, LLC Vanguard Industrial ETF Transaction History
Vertex Planning Partners, LLC
- $453 Billion
- Q4 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 865 shares of VIS stock, worth $230,833. This represents 0.05% of its overall portfolio holdings.
Number of Shares
865
Previous 865
-0.0%
Holding current value
$230,833
Previous $225 Million
2.18%
% of portfolio
0.05%
Previous 0.05%
Shares
3 transactions
Others Institutions Holding VIS
# of Institutions
531Shares Held
17.7MCall Options Held
2.4KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.24 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.21MShares$1.12 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$234 Million4.67% of portfolio
-
Morgan Stanley New York, NY644KShares$172 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$167 Million7.13% of portfolio