Circle Wealth Management, LLC Vanguard Value ETF Transaction History

Circle Wealth Management, LLC

  • $4.59 Billion
  • Q2 2025

A detailed history of Circle Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Circle Wealth Management, LLC holds 10,101 shares of VTV stock, worth $1.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,101
Previous 10,101 -0.0%
Holding current value
$1.9 Million
Previous $1.74 Million 2.35%
% of portfolio
0.04%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$167.73 - $179.21 $17,611 - $18,817
105 Added 1.05%
10,101 $1.74 Million
Q4 2024

Feb 14, 2025
SELL
$168.32 - $181.87 $25,416 - $27,462
-151 Reduced 1.49%
9,996 $1.69 Million
Q2 2024

Aug 13, 2024
BUY
$154.57 - $163.65 $23,340 - $24,711
151 Added 1.51%
10,147 $1.63 Million
Q1 2024

May 14, 2024
BUY
$147.46 - $162.86 $1.47 Million - $1.63 Million
9,996 New
9,996 $1.63 Million

Others Institutions Holding VTV

# of Institutions
2,702
Shares Held
565M
Call Options Held
211K
Put Options Held
60.3K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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