Birchcreek Wealth Management, LLC Vanguard Value ETF Transaction History
Birchcreek Wealth Management, LLC
- $174 Million
- Q2 2024
A detailed history of Birchcreek Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 27,107 shares of VTV stock, worth $4.72 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
27,107
Previous 30,362
10.72%
Holding current value
$4.72 Million
Previous $4.94 Million
12.06%
% of portfolio
2.5%
Previous 2.62%
Shares
15 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.88 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio