Big Sur Wealth Management LLC Vanguard Value ETF Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,600 shares of VTV stock, worth $273,072. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,600
Previous 300
433.33%
Holding current value
$273,072
Previous $48,000
481.25%
% of portfolio
0.08%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.91 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.96 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.47 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.38 Billion1.14% of portfolio