Centricity Wealth Management, LLC Vanguard Value ETF Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 371 shares of VTV stock, worth $69,432. This represents 0.05% of its overall portfolio holdings.
Number of Shares
371
Previous 650
42.92%
Holding current value
$69,432
Previous $112 Million
41.6%
% of portfolio
0.05%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
34K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio