Certus Wealth Management, LLC Vanguard Value ETF Transaction History

Certus Wealth Management, LLC

$149 Million
Q2 2025

A detailed history of Certus Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 34,360 shares of VTV stock, worth $6.35 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

34,360

Previous 7,272 372.5%

Holding current value

$6.35 Million

Previous $1.26 Million 383.44%

% of portfolio

4.08%

Previous 0.89%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$153.67 - $176.74 $4.16 Million - $4.79 Million	27,088 Added 372.5%	34,360 $6.07 Million
Q1 2025 May 13, 2025	BUY	$167.73 - $179.21 $46,125 - $49,282	275 Added 3.93%	7,272 $1.26 Million
Q4 2024 Feb 11, 2025	SELL	$168.32 - $181.87 $22,554 - $24,370	-134 Reduced 1.88%	6,997 $1.18 Million
Q3 2024 Nov 12, 2024	SELL	$159.75 - $174.57 $2.35 Million - $2.56 Million	-14,680 Reduced 67.31%	7,131 $1.24 Million
Q2 2024 Aug 02, 2024	SELL	$154.57 - $163.65 $165,235 - $174,941	-1,069 Reduced 4.67%	21,811 $3.5 Million
Q1 2024 May 06, 2024	BUY	$147.46 - $162.86 $2.36 Million - $2.61 Million	16,025 Added 233.77%	22,880 $3.73 Million
Q2 2023 Aug 10, 2023	BUY	$134.74 - $142.42 $923,642 - $976,289	6,855 New	6,855 $974 Million

Others Institutions Holding VTV

# of Institutions

2,670

Shares Held

565M

Call Options Held

211K

Put Options Held

58.5K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

Certus Wealth Management, LLC Vanguard Value ETF Transaction History