Copia Wealth Management Vanguard Value ETF Transaction History
Copia Wealth Management
- $119 Billion
- Q2 2025
A detailed history of Copia Wealth Management transactions in Vanguard Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 5,957 shares of VTV stock, worth $1.05 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
5,957
Previous 6,291
5.31%
Holding current value
$1.05 Million
Previous $1.09 Billion
3.12%
% of portfolio
0.89%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,637Shares Held
562MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.57 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.68 Billion1.13% of portfolio
-
Ubs Group Ag13.4MShares$2.38 Billion0.44% of portfolio