Collaborative Wealth Managment Inc. Vanguard Value ETF Transaction History
Collaborative Wealth Managment Inc.
- $207 Million
- Q1 2025
A detailed history of Collaborative Wealth Managment Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 1,743 shares of VTV stock, worth $298,732. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,743
Previous 1,813
3.86%
Holding current value
$298,732
Previous $306,000
1.63%
% of portfolio
0.15%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding VTV
# of Institutions
2,603Shares Held
560MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$21.3 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.27 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.5 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.46 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.3 Billion0.44% of portfolio