Diversify Wealth Management, LLC Vanguard Value ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 7,981 shares of VTV stock, worth $1.5 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,981
Previous 7,862
1.51%
Holding current value
$1.5 Million
Previous $1.31 Billion
9.55%
% of portfolio
0.09%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,674Shares Held
565MCall Options Held
211KPut Options Held
58.5K-
Bank Of America Corp Charlotte, NC128MShares$24 Billion1.7% of portfolio
-
Jones Financial Companies Lllp52.3MShares$9.8 Billion7.05% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.13 Billion0.39% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.9 Billion1.13% of portfolio
-
Ubs Group Ag13.8MShares$2.58 Billion0.44% of portfolio