Colonial River Wealth Management, LLC Vanguard Value ETF Transaction History
Colonial River Wealth Management, LLC
- $205 Million
- Q4 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 3,587 shares of VTV stock, worth $625,752. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,587
Previous 3,692
2.84%
Holding current value
$625,752
Previous $644,000
5.75%
% of portfolio
0.3%
Previous 0.32%
Shares
16 transactions
Others Institutions Holding VTV
# of Institutions
2,537Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.4 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.39 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.31 Billion0.42% of portfolio