Pine Harbor Wealth Management, LLC Vanguard Value ETF Transaction History
Pine Harbor Wealth Management, LLC
- $201 Billion
- Q3 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 7,222 shares of VTV stock, worth $1.26 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
7,222
Previous 12,499
42.22%
Holding current value
$1.26 Million
Previous $2 Billion
37.11%
% of portfolio
0.63%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,320Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.7 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.12 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.07 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.46 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.27 Billion0.5% of portfolio