Axxcess Wealth Management, LLC Vanguard Value ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 11,443 shares of VTV stock, worth $1.99 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,443
Previous 8,560 33.68%
Holding current value
$1.99 Million
Previous $1.39 Million 31.64%
% of portfolio
0.05%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$154.57 - $163.65 $445,625 - $471,802
2,883 Added 33.68%
11,443 $1.84 Million
Q1 2024

May 14, 2024
SELL
$147.46 - $162.86 $201,135 - $222,141
-1,364 Reduced 13.74%
8,560 $1.39 Million
Q4 2023

Feb 06, 2024
SELL
$131.82 - $149.95 $885,171 - $1.01 Million
-6,715 Reduced 40.36%
9,924 $1.48 Million
Q3 2023

Nov 14, 2023
SELL
$137.93 - $147.18 $429,376 - $458,171
-3,113 Reduced 15.76%
16,639 $2.3 Million
Q2 2023

Aug 08, 2023
SELL
$134.74 - $142.42 $17,111 - $18,087
-127 Reduced 0.64%
19,752 $2.81 Million
Q1 2023

May 03, 2023
SELL
$132.13 - $144.96 $967,720 - $1.06 Million
-7,324 Reduced 26.92%
19,879 $2.75 Million
Q4 2022

Feb 14, 2023
BUY
$124.69 - $146.24 $280,053 - $328,455
2,246 Added 9.0%
27,203 $3.82 Million
Q3 2022

Nov 14, 2022
SELL
$123.48 - $143.43 $399,210 - $463,709
-3,233 Reduced 11.47%
24,957 $3.08 Million
Q2 2022

Aug 11, 2022
SELL
$128.01 - $150.8 $178,061 - $209,762
-1,391 Reduced 4.7%
28,190 $3.72 Million
Q1 2022

Aug 11, 2022
BUY
$140.46 - $150.33 $202,964 - $217,226
1,445 Added 5.14%
29,581 $4.37 Million
Q4 2021

Aug 11, 2022
BUY
$136.43 - $147.24 $3.84 Million - $4.14 Million
28,136 New
28,136 $4.14 Million

Others Institutions Holding VTV

# of Institutions
2,185
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

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

Track Axxcess Wealth Management, LLC Portfolio

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email