Accretive Wealth Partners, LLC Vanguard Value ETF Transaction History
Accretive Wealth Partners, LLC
- $227 Million
- Q4 2024
A detailed history of Accretive Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 1,803 shares of VTV stock, worth $319,798. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,803
Previous 1,803
-0.0%
Holding current value
$319,798
Previous $314,000
2.87%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,503Shares Held
541MCall Options Held
251KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC120MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.55 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.48 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.57 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.35 Billion0.42% of portfolio