Baystate Wealth Management LLC Vanguard Value ETF Transaction History
Baystate Wealth Management LLC
- $1.36 Billion
- Q4 2023
A detailed history of Baystate Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Baystate Wealth Management LLC holds 476,873 shares of VTV stock, worth $80.9 Million. This represents 5.24% of its overall portfolio holdings.
Number of Shares
476,873
Previous 461,986
3.22%
Holding current value
$80.9 Million
Previous $63.7 Million
11.88%
% of portfolio
5.24%
Previous 5.25%
Shares
26 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio