Colonial River Wealth Management, LLC Vanguard Value ETF Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 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 3,805 shares of VTV stock, worth $610,930. This represents 0.35% of its overall portfolio holdings.
Number of Shares
3,805
Previous 3,840
0.91%
Holding current value
$610,930
Previous $574,000
7.84%
% of portfolio
0.35%
Previous 0.34%
Shares
13 transactions
Others Institutions Holding VTV
# of Institutions
2,156Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio