Discipline Wealth Solutions, LLC Vanguard Value ETF Transaction History

Discipline Wealth Solutions, LLC

  • $198 Million
  • Q1 2025

A detailed history of Discipline Wealth Solutions, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,775 shares of VTV stock, worth $627,631. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,775
Previous 4,130 8.6%
Holding current value
$627,631
Previous $699,000 6.72%
% of portfolio
0.33%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$167.73 - $179.21 $59,544 - $63,619
-355 Reduced 8.6%
3,775 $652,000
Q4 2024

Feb 26, 2025
SELL
$168.32 - $181.87 $38,040 - $41,102
-226 Reduced 5.19%
4,130 $699,000
Q3 2024

Nov 19, 2024
BUY
$159.75 - $174.57 $208,473 - $227,813
1,305 Added 42.77%
4,356 $760,000
Q2 2024

Aug 07, 2024
BUY
$154.57 - $163.65 $52,862 - $55,968
342 Added 12.62%
3,051 $489,000
Q1 2024

May 03, 2024
SELL
$147.46 - $162.86 $309,223 - $341,517
-2,097 Reduced 43.63%
2,709 $441,000
Q4 2023

Feb 09, 2024
BUY
$131.82 - $149.95 $633,526 - $720,659
4,806 New
4,806 $718,000

Others Institutions Holding VTV

# of Institutions
2,570
Shares Held
545M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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