Waterford Advisors, LLC Vanguard Value ETF Transaction History
Waterford Advisors, LLC
- $239 Million
- Q2 2024
A detailed history of Waterford Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 126,553 shares of VTV stock, worth $21.5 Million. This represents 8.51% of its overall portfolio holdings.
Number of Shares
126,553
Previous 125,173
1.1%
Holding current value
$21.5 Million
Previous $20.4 Million
0.42%
% of portfolio
8.51%
Previous 8.65%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio