Beacon Bridge Wealth Partners, LLC Vanguard Value ETF Transaction History
Beacon Bridge Wealth Partners, LLC
- $212 Billion
- Q1 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 66,045 shares of VTV stock, worth $10.7 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
66,045
Previous 48,396
36.47%
Holding current value
$10.7 Million
Previous $7.24 Billion
48.66%
% of portfolio
5.08%
Previous 3.61%
Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,158Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18.1 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.97 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.69 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.19 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.03 Billion0.51% of portfolio