A detailed history of Shira Ridge Wealth Management transactions in Vanguard Value ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,695 shares of VTV stock, worth $632,953. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,695
Previous 3,631 1.76%
Holding current value
$632,953
Previous $582 Million 10.75%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Oct 10, 2024

BUY
$159.75 - $174.57 $10,224 - $11,172
64 Added 1.76%
3,695 $645 Million
Q2 2024

Jul 11, 2024

SELL
$154.57 - $163.65 $35,705 - $37,803
-231 Reduced 5.98%
3,631 $582 Million
Q1 2024

Apr 18, 2024

BUY
$147.46 - $162.86 $41,436 - $45,763
281 Added 7.85%
3,862 $629 Million
Q4 2023

Jan 10, 2024

SELL
$131.82 - $149.95 $1,713 - $1,949
-13 Reduced 0.36%
3,581 $535 Million
Q3 2023

Oct 10, 2023

SELL
$137.93 - $147.18 $1,793 - $1,913
-13 Reduced 0.36%
3,594 $496 Million
Q2 2023

Jul 12, 2023

SELL
$134.74 - $142.42 $1,482 - $1,566
-11 Reduced 0.3%
3,607 $513 Million
Q1 2023

May 08, 2023

BUY
$132.13 - $144.96 $58,269 - $63,927
441 Added 13.88%
3,618 $500 Million
Q4 2022

Jan 12, 2023

BUY
$124.69 - $146.24 $396,140 - $464,604
3,177 New
3,177 $446 Million

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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