Avid Wealth Partners LLC Vanguard Value ETF Transaction History

Avid Wealth Partners LLC

$129 Billion
Q2 2024

A detailed history of Avid Wealth Partners LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Avid Wealth Partners LLC holds 1,436 shares of VTV stock, worth $249,835. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,436

Holding current value

$249,835

% of portfolio

0.18%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	BUY	$154.57 - $163.65 $221,962 - $235,001	1,436 New	1,436 $230 Million

Others Institutions Holding VTV

# of Institutions

2,185

Shares Held

507M

Call Options Held

142K

Put Options Held

35.7K

Bank Of America Corp Charlotte, NC

115M
Shares

$20 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$8.87 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.08 Billion
0.37% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.5 Billion
1.15% of portfolio
Ubs Group Ag

12.5M
Shares

$2.17 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Avid Wealth Partners LLC Vanguard Value ETF Transaction History