Aspen Wealth Strategies, LLC Vanguard Value ETF Transaction History

Aspen Wealth Strategies, LLC

  • $153 Billion
  • Q1 2025

A detailed history of Aspen Wealth Strategies, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Aspen Wealth Strategies, LLC holds 98,993 shares of VTV stock, worth $16.5 Million. This represents 11.21% of its overall portfolio holdings.

Number of Shares
98,993
Previous 92,163 7.41%
Holding current value
$16.5 Million
Previous $15.6 Billion 9.59%
% of portfolio
11.21%
Previous 9.98%

Shares

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

Apr 30, 2025
BUY
$167.73 - $179.21 $1.15 Million - $1.22 Million
6,830 Added 7.41%
98,993 $17.1 Billion
Q4 2024

Feb 10, 2025
SELL
$168.32 - $181.87 $619,249 - $669,099
-3,679 Reduced 3.84%
92,163 $15.6 Billion
Q3 2024

Oct 28, 2024
BUY
$159.75 - $174.57 $710,887 - $776,836
4,450 Added 4.87%
95,842 $16.7 Billion
Q2 2024

Jul 19, 2024
SELL
$154.57 - $163.65 $195,221 - $206,689
-1,263 Reduced 1.36%
91,392 $15.3 Billion
Q1 2024

May 13, 2024
BUY
$147.46 - $162.86 $1.12 Million - $1.24 Million
7,610 Added 8.95%
92,655 $15.1 Billion
Q4 2023

Jan 30, 2024
BUY
$131.82 - $149.95 $2.57 Million - $2.92 Million
19,505 Added 29.76%
85,045 $12.7 Billion
Q3 2023

Nov 01, 2023
SELL
$137.93 - $147.18 $115,999 - $123,778
-841 Reduced 1.27%
65,540 $9.04 Billion
Q2 2023

Aug 02, 2023
BUY
$134.74 - $142.42 $86,503 - $91,433
642 Added 0.98%
66,381 $9.43 Billion
Q1 2023

May 11, 2023
BUY
$132.13 - $144.96 $8.69 Million - $9.53 Million
65,739 New
65,739 $9.08 Billion
Q4 2022

May 15, 2023
SELL
$124.69 - $146.24 $74,315 - $87,159
-596 Reduced 0.91%
65,143 $9.14 Billion

Others Institutions Holding VTV

# of Institutions
2,581
Shares Held
544M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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

Track Aspen Wealth Strategies, LLC Portfolio

Follow Aspen Wealth Strategies, 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 Aspen Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aspen Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email