Clientfirst Wealth Management, LLC Vanguard S&P 500 Value ETF Transaction History
Clientfirst Wealth Management, LLC
- $96.8 Million
- Q2 2025
A detailed history of Clientfirst Wealth Management, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 10,005 shares of VOOV stock, worth $2.02 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
10,005
Previous 10,005
-0.0%
Holding current value
$2.02 Million
Previous $1.84 Million
2.5%
% of portfolio
1.95%
Previous 2.1%
Shares
2 transactions
Others Institutions Holding VOOV
# of Institutions
440Shares Held
13.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.04MShares$410 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.11MShares$223 Million0.01% of portfolio
-
Ubs Group Ag636KShares$128 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC575KShares$116 Million0.04% of portfolio
-
Jpmorgan Chase & CO New York, NY481KShares$96.8 Million0.01% of portfolio