Holistic Planning, LLC Vanguard Value ETF Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 39,549 shares of VTV stock, worth $7.12 Million. This represents 2.92% of its overall portfolio holdings.

Number of Shares
39,549
Previous 42,783 7.56%
Holding current value
$7.12 Million
Previous $6.97 Billion 0.91%
% of portfolio
2.92%
Previous 5.35%

Shares

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

Nov 01, 2024
SELL
$159.75 - $174.57 $516,631 - $564,559
-3,234 Reduced 7.56%
39,549 $6.9 Billion
Q2 2024

Jul 22, 2024
SELL
$154.57 - $163.65 $140,813 - $149,085
-911 Reduced 2.08%
42,783 $6.97 Billion
Q1 2024

May 01, 2024
SELL
$147.46 - $162.86 $633,930 - $700,135
-4,299 Reduced 8.96%
43,694 $7.12 Billion
Q4 2023

Feb 14, 2024
BUY
$131.82 - $149.95 $6.33 Million - $7.2 Million
47,993 New
47,993 $7.17 Billion

Others Institutions Holding VTV

# of Institutions
2,291
Shares Held
535M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email