True Wealth Design, LLC Vanguard Value ETF Transaction History
True Wealth Design, LLC
- $258 Billion
- Q4 2024
A detailed history of True Wealth Design, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, True Wealth Design, LLC holds 290 shares of VTV stock, worth $51,736. This represents 0.02% of its overall portfolio holdings.
Number of Shares
290
Previous 383
24.28%
Holding current value
$51,736
Previous $66.9 Million
26.57%
% of portfolio
0.02%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,519Shares Held
542MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.61 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.51 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.59 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio