Bwm Planning, LLC Vanguard Value ETF Transaction History

Bwm Planning, LLC

  • $236 Billion
  • Q1 2025

A detailed history of Bwm Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,404 shares of VTV stock, worth $263,923. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,404
Previous 1,403 0.07%
Holding current value
$263,923
Previous $238 Million 2.1%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$167.73 - $179.21 $167 - $179
1 Added 0.07%
1,404 $243 Million
Q4 2024

Jan 22, 2025
BUY
$168.32 - $181.87 $5,554 - $6,001
33 Added 2.41%
1,403 $238 Million
Q3 2024

Oct 09, 2024
BUY
$159.75 - $174.57 $218,857 - $239,160
1,370 New
1,370 $239 Million

Others Institutions Holding VTV

# of Institutions
2,694
Shares Held
563M
Call Options Held
211K
Put Options Held
58.5K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Bwm Planning, LLC Portfolio

Follow Bwm Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email