Certus Wealth Management, LLC Vanguard Value ETF Transaction History

Certus Wealth Management, LLC

$141 Million
Q1 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 7,272 shares of VTV stock, worth $1.26 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

7,272

Previous 6,997 3.93%

Holding current value

$1.26 Million

Previous $1.18 Million 6.08%

% of portfolio

0.89%

Previous 0.82%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,606

Shares Held

560M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Certus Wealth Management, LLC Vanguard Value ETF Transaction History