Essex Private Wealth Management, LLC Vanguard Value ETF Transaction History

Essex Private Wealth Management, LLC

  • $37.8 Million
  • Q3 2024

A detailed history of Essex Private Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 4,093 shares of VTV stock, worth $714,023. This represents 1.89% of its overall portfolio holdings.

Number of Shares
4,093
Previous 4,093 -0.0%
Holding current value
$714,023
Previous $656,000 8.84%
% of portfolio
1.89%
Previous 1.89%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 24, 2023
BUY
$137.93 - $147.18 $1,931 - $2,060
14 Added 0.34%
4,093 $564,000
Q1 2023

May 01, 2023
SELL
$132.13 - $144.96 $67,386 - $73,929
-510 Reduced 11.11%
4,079 $563,000
Q4 2022

Feb 02, 2023
BUY
$124.69 - $146.24 $40,150 - $47,089
322 Added 7.55%
4,589 $644,000
Q1 2022

May 16, 2022
SELL
$140.46 - $150.33 $20,226 - $21,647
-144 Reduced 3.26%
4,267 $631,000
Q2 2021

Aug 09, 2021
BUY
$132.12 - $141.17 $19,025 - $20,328
144 Added 3.37%
4,411 $606,000
Q4 2019

Feb 13, 2020
BUY
$107.9 - $120.77 $460,409 - $515,325
4,267 New
4,267 $511,000

Others Institutions Holding VTV

# of Institutions
2,537
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Essex Private Wealth Management, LLC Portfolio

Follow Essex Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email