Diversify Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,095 shares of VV stock, worth $647,857. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,095
Previous 2,082
0.62%
Holding current value
$647,857
Previous $531 Million
17.14%
% of portfolio
0.04%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VV
# of Institutions
1,365Shares Held
106MCall Options Held
27.7KPut Options Held
10.6K-
Jones Financial Companies Lllp16.8MShares$5.19 Billion3.65% of portfolio
-
Creative Planning Overland Park, KS12.6MShares$3.89 Billion3.09% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.02 Billion15.14% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.59MShares$1.11 Billion0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$905 Million0.06% of portfolio