Defined Wealth Management, LLC Vanguard Value ETF Transaction History
Defined Wealth Management, LLC
- $140 Million
- Q2 2024
A detailed history of Defined Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Defined Wealth Management, LLC holds 29,681 shares of VTV stock, worth $5.18 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
29,681
Previous 29,972
0.97%
Holding current value
$5.18 Million
Previous $4.88 Million
2.46%
% of portfolio
3.4%
Previous 3.6%
Shares
15 transactions
Others Institutions Holding VTV
# of Institutions
2,188Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20.1 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.91 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.09 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.18 Billion0.5% of portfolio