Confluence Wealth Services, Inc. Vanguard Value ETF Transaction History
Confluence Wealth Services, Inc.
- $1.21 Billion
- Q2 2024
A detailed history of Confluence Wealth Services, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,751 shares of VTV stock, worth $652,598. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,751
Previous 3,595
4.34%
Holding current value
$652,598
Previous $585,000
2.74%
% of portfolio
0.05%
Previous 0.05%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.87 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio