Bwm Planning, LLC Vanguard Value ETF Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,370 shares of VTV stock, worth $243,668. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,370

Holding current value

$243,668

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

2,208

Shares Held

507M

Call Options Held

142K

Put Options Held

223K

Bank Of America Corp Charlotte, NC

115M
Shares

$20.5 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$9.07 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.19 Billion
0.37% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.57 Billion
1.15% of portfolio
Ubs Group Ag

12.5M
Shares

$2.22 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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