A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 5,702 shares of VTV stock, worth $1.07 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,702
Previous 2,654 114.85%
Holding current value
$1.07 Million
Previous $469,000 126.65%
% of portfolio
0.25%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025

BUY
$175.51 - $186.57 $534,954 - $568,665
3,048 Added 114.85%
5,702 $1.06 Million
Q2 2025

Jul 10, 2025

SELL
$153.67 - $176.74 $152,440 - $175,326
-992 Reduced 27.21%
2,654 $469,000
Q1 2025

Apr 09, 2025

SELL
$167.73 - $179.21 $5.31 Million - $5.68 Million
-31,672 Reduced 89.68%
3,646 $622,000
Q4 2024

Jan 10, 2025

BUY
$168.32 - $181.87 $5.94 Million - $6.42 Million
35,318 New
35,318 $5.98 Million
Q4 2023

Jan 10, 2024

BUY
$131.82 - $149.95 $644,599 - $733,255
4,890 New
4,890 $731,000
Q4 2022

Jan 26, 2023

BUY
$124.69 - $146.24 $3.21 Million - $3.76 Million
25,732 New
25,732 $0
Q3 2021

Nov 02, 2021

SELL
$134.5 - $142.48 $250,977 - $265,867
-1,866 Closed
0 $0
Q2 2021

Jul 30, 2021

SELL
$132.12 - $141.17 $7,927 - $8,470
-60 Reduced 3.12%
1,866 $257,000
Q1 2021

Apr 28, 2021

BUY
$117.44 - $132.31 $26,424 - $29,769
225 Added 13.23%
1,926 $253,000
Q4 2020

Feb 03, 2021

BUY
$101.75 - $119.15 $173,076 - $202,674
1,701 New
1,701 $202,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

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

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.