Diversify Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,987 shares of VV stock, worth $546,425. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,987
Previous 1,996
0.45%
Holding current value
$546,425
Previous $473 Million
11.44%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding VV
# of Institutions
1,155Shares Held
102MCall Options Held
23KPut Options Held
125K-
Jones Financial Companies Lllp17.1MShares$4.72 Billion4.95% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.53 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.8 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.32MShares$912 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.09MShares$849 Million0.07% of portfolio