David Wealth Management LLC Vanguard Value ETF Transaction History
David Wealth Management LLC
- $134 Billion
- Q2 2025
A detailed history of David Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, David Wealth Management LLC holds 1,371 shares of VTV stock, worth $242,708. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,371Holding current value
$242,708% of portfolio
0.18%Shares
1 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
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Envestnet Asset Management Inc20.8MShares$3.68 Billion1.13% of portfolio
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Ubs Group Ag13.4MShares$2.38 Billion0.44% of portfolio