Curio Wealth, LLC Vanguard Value ETF Transaction History

Curio Wealth, LLC

$186 Billion
Q4 2024

A detailed history of Curio Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Curio Wealth, LLC holds 1,207 shares of VTV stock, worth $212,673. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,207

Holding current value

$212,673

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$168.32 - $181.87 $203,162 - $219,517	1,207 New	1,207 $204 Million

Others Institutions Holding VTV

# of Institutions

2,428

Shares Held

533M

Call Options Held

351K

Put Options Held

77.9K

Bank Of America Corp Charlotte, NC

118M
Shares

$20.8 Billion
1.74% of portfolio
Jones Financial Companies Lllp

53.9M
Shares

$9.49 Billion
8.7% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$5.12 Billion
0.37% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.49 Billion
1.14% of portfolio
Ubs Group Ag

13M
Shares

$2.29 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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