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 $1.26 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
7,131
Previous 21,811 67.31%
Holding current value
$1.26 Million
Previous $3.5 Million 64.44%
% of portfolio
0.88%
Previous 2.7%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.