Bkm Wealth Management, LLC Vanguard Value ETF Transaction History

Bkm Wealth Management, LLC

$244 Billion
Q4 2024

A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 16,524 shares of VTV stock, worth $2.92 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

16,524

Previous 16,733 1.25%

Holding current value

$2.92 Million

Previous $2.92 Billion 4.23%

% of portfolio

1.15%

Previous 1.19%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$168.32 - $181.87 $35,178 - $38,010	-209 Reduced 1.25%	16,524 $2.8 Billion
Q3 2024 Oct 23, 2024	BUY	$159.75 - $174.57 $101,760 - $111,201	637 Added 3.96%	16,733 $2.92 Billion
Q2 2024 Jul 24, 2024	BUY	$154.57 - $163.65 $216,243 - $228,946	1,399 Added 9.52%	16,096 $2.58 Billion
Q1 2024 Apr 18, 2024	BUY	$147.46 - $162.86 $39,519 - $43,646	268 Added 1.86%	14,697 $2.39 Billion
Q4 2023 Jan 10, 2024	BUY	$131.82 - $149.95 $1.9 Million - $2.16 Million	14,429 New	14,429 $2.16 Billion

Others Institutions Holding VTV

# of Institutions

2,369

Shares Held

520M

Call Options Held

250K

Put Options Held

265K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Bkm Wealth Management, LLC Vanguard Value ETF Transaction History