Balanced Rock Investment Advisor Vanguard Value ETF Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 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 2,785 shares of VTV stock, worth $463,646. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,785
Previous 2,659 4.74%
Holding current value
$463,646
Previous $464 Million 1.59%
% of portfolio
0.37%
Previous 0.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$168.32 - $181.87 $21,208 - $22,915
126 Added 4.74%
2,785 $472 Million
Q3 2024

Nov 13, 2024
SELL
$159.75 - $174.57 $8,307 - $9,077
-52 Reduced 1.92%
2,659 $464 Million
Q2 2024

Jul 31, 2024
SELL
$154.57 - $163.65 $116,700 - $123,555
-755 Reduced 21.78%
2,711 $435 Million
Q1 2024

May 13, 2024
SELL
$147.46 - $162.86 $399,174 - $440,862
-2,707 Reduced 43.85%
3,466 $564 Million
Q4 2023

Feb 13, 2024
BUY
$131.82 - $149.95 $813,724 - $925,641
6,173 New
6,173 $923 Million

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
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