Balanced Rock Investment Advisor Vanguard Value ETF Transaction History
Balanced Rock Investment Advisor
- $119 Billion
- Q2 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Value ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,711 shares of VTV stock, worth $473,313. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,711
Previous 3,466
21.78%
Holding current value
$473,313
Previous $564 Million
22.96%
% of portfolio
0.37%
Previous 0.48%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio