Monument Group Wealth Advisors, LLC Vanguard Value ETF Transaction History
Monument Group Wealth Advisors, LLC
- $149 Billion
- Q2 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 16,732 shares of VTV stock, worth $2.92 Million. This represents 1.81% of its overall portfolio holdings.
Number of Shares
16,732
Previous 17,765
5.81%
Holding current value
$2.92 Million
Previous $2.89 Billion
7.23%
% of portfolio
1.81%
Previous 2.14%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio