Vestia Personal Wealth Advisors DIMENSIONAL US LARGE CAP VALUE ETF Transaction History

Vestia Personal Wealth Advisors

  • $106 Billion
  • Q3 2024
Number of Shares
27,132
Previous 24,478 10.84%
Holding current value
$836 Million
Previous $708 Million 18.13%
% of portfolio
0.79%
Previous 0.75%

Shares

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

Nov 04, 2024
BUY
N/A
2,654 Added 10.84%
27,132 $836 Million
Q2 2024

Aug 09, 2024
BUY
N/A
24,478 New
24,478 $708 Million
Track This Portfolio

Track Vestia Personal Wealth Advisors Portfolio

Follow Vestia Personal Wealth Advisors 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 Vestia Personal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Vestia Personal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email