Big Sur Wealth Management LLC Vanguard Value ETF Transaction History
Big Sur Wealth Management LLC
- $341 Million
- Q4 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 $279,120. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$279,120
Previous $279,000
3.23%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,538Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.4 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.31 Billion0.42% of portfolio