Holistic Planning, LLC Vanguard Value ETF Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 42,783 shares of VTV stock, worth $7.33 Million. This represents 5.35% of its overall portfolio holdings.
Number of Shares
42,783
Previous 43,694
2.08%
Holding current value
$7.33 Million
Previous $7.12 Billion
2.08%
% of portfolio
5.35%
Previous 5.43%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,183Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.8 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.74 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.44 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.14 Billion0.5% of portfolio