Certus Wealth Management, LLC Vanguard Value ETF Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 2024
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 7,131 shares of VTV stock, worth $1.25 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
7,131
Previous 21,811
67.31%
Holding current value
$1.25 Million
Previous $3.5 Million
64.44%
% of portfolio
0.88%
Previous 2.7%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,323Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.18 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.11 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.48 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.29 Billion0.5% of portfolio