Cassaday & CO Wealth Management LLC Vanguard Value ETF Transaction History
Cassaday & CO Wealth Management LLC
- $2.82 Billion
- Q1 2024
A detailed history of Cassaday & CO Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 2,833 shares of VTV stock, worth $454,271. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,833
Previous 2,833
-0.0%
Holding current value
$454,271
Previous $423,000
8.98%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,152Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio