Core Wealth Advisors, Inc. Vanguard Large Cap ETF Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 3,580 shares of VV stock, worth $979,416. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,580
Previous 3,780
5.29%
Holding current value
$979,416
Previous $995,000
3.02%
% of portfolio
0.32%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding VV
# of Institutions
1,270Shares Held
104MCall Options Held
40KPut Options Held
41.2K-
Jones Financial Companies Lllp15.9MShares$4.35 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.48 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$943 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$843 Million0.07% of portfolio