Carlsbad Wealth Advisory Group, Inc. Vanguard Value ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,533 shares of VTV stock, worth $603,542. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,533Holding current value
$603,542% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,545Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.2 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.27 Billion0.38% of portfolio
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Envestnet Asset Management Inc20.1MShares$3.43 Billion1.13% of portfolio
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Ubs Group Ag13.2MShares$2.26 Billion0.42% of portfolio