Partners In Financial Planning Vanguard Value ETF Transaction History

Partners In Financial Planning

$498 Billion
Q1 2025

A detailed history of Partners In Financial Planning transactions in Vanguard Value ETF stock. As of the latest transaction made, Partners In Financial Planning holds 304,252 shares of VTV stock, worth $50.7 Million. This represents 10.56% of its overall portfolio holdings.

Number of Shares

304,252

Previous 294,554 3.29%

Holding current value

$50.7 Million

Previous $49.9 Billion 5.39%

% of portfolio

10.56%

Previous 10.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$167.73 - $179.21 $1.63 Million - $1.74 Million	9,698 Added 3.29%	304,252 $52.6 Billion
Q4 2024 Feb 12, 2025	BUY	$168.32 - $181.87 $49.6 Million - $53.6 Million	294,554 New	294,554 $49.9 Billion
Q3 2024 Feb 26, 2025	SELL	$159.75 - $174.57 $262,788 - $287,167	-1,645 Reduced 0.56%	289,875 $50.6 Billion
Q2 2024 Feb 26, 2025	BUY	$154.57 - $163.65 $980,437 - $1.04 Million	6,343 Added 2.22%	291,520 $46.8 Billion
Q1 2024 Feb 26, 2025	BUY	$147.46 - $162.86 $285,777 - $315,622	1,938 Added 0.68%	285,177 $46.4 Billion
Q4 2023 Feb 26, 2025	SELL	$131.82 - $149.95 $91,614 - $104,215	-695 Reduced 0.24%	283,239 $42.3 Billion
Q3 2023 Mar 04, 2025	SELL	$137.93 - $147.18 $1.25 Million - $1.34 Million	-9,090 Reduced 3.09%	285,464 $39.4 Billion
Q2 2023 Feb 26, 2025	SELL	$134.74 - $142.42 $442,216 - $467,422	-3,282 Reduced 1.14%	283,934 $40.3 Billion
Q1 2023 Feb 26, 2025	SELL	$132.13 - $144.96 $969,569 - $1.06 Million	-7,338 Reduced 2.49%	287,216 $39.7 Billion
Q4 2022 May 05, 2025	BUY	$124.69 - $146.24 $59,975 - $70,341	481 Added 0.17%	284,996 $39.9 Billion
Q3 2022 May 05, 2025	BUY	$123.48 - $143.43 $4.76 Million - $5.53 Million	38,530 Added 15.66%	284,515 $40.5 Billion
Q2 2022 May 05, 2025	BUY	$128.01 - $150.8 $1.02 Million - $1.2 Million	7,983 Added 3.35%	245,985 $34.1 Billion
Q1 2022 May 05, 2025	BUY	$140.46 - $150.33 $739,381 - $791,337	5,264 Added 2.26%	238,002 $34.6 Billion
Q4 2021 May 05, 2025	SELL	$136.43 - $147.24 $9.76 Million - $10.5 Million	-71,514 Reduced 23.5%	232,738 $33.9 Billion
Q3 2021 May 05, 2025	BUY	$134.5 - $142.48 $341,764 - $362,041	2,541 Added 1.15%	222,975 $30.2 Billion
Q2 2021 May 05, 2025	SELL	$132.12 - $141.17 $11.1 Million - $11.8 Million	-83,818 Reduced 27.55%	220,434 $30.3 Billion

Others Institutions Holding VTV

# of Institutions

2,597

Shares Held

558M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Partners In Financial Planning with notifications on news.

Account

Partners In Financial Planning Vanguard Value ETF Transaction History