Aegis Wealth Management LLC Vanguard Value ETF Transaction History

Aegis Wealth Management LLC

  • $170 Billion
  • Q1 2025

A detailed history of Aegis Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Aegis Wealth Management LLC holds 22,379 shares of VTV stock, worth $3.84 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
22,379
Previous 22,299 0.36%
Holding current value
$3.84 Million
Previous $3.78 Billion 2.4%
% of portfolio
2.27%
Previous 2.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$167.73 - $179.21 $13,418 - $14,336
80 Added 0.36%
22,379 $3.87 Billion
Q4 2024

Mar 07, 2025
BUY
$168.32 - $181.87 $3.75 Million - $4.06 Million
22,299 New
22,299 $3.78 Billion

Others Institutions Holding VTV

# of Institutions
2,603
Shares Held
558M
Call Options Held
182K
Put Options Held
65.4K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Aegis Wealth Management LLC Portfolio

Follow Aegis Wealth Management LLC 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 Aegis Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aegis Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email