Evermay Wealth Management LLC Vanguard Value ETF Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 12,262 shares of VTV stock, worth $2.17 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
12,262
Previous 12,153
0.9%
Holding current value
$2.17 Million
Previous $2.12 Million
2.17%
% of portfolio
0.32%
Previous 0.34%
Shares
12 transactions
Others Institutions Holding VTV
# of Institutions
2,369Shares Held
520MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio