Fortress Wealth Group, LLC Vanguard Value ETF Transaction History
Fortress Wealth Group, LLC
- $179 Million
- Q1 2024
A detailed history of Fortress Wealth Group, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Fortress Wealth Group, LLC holds 130,518 shares of VTV stock, worth $20.9 Million. This represents 11.85% of its overall portfolio holdings.
Number of Shares
130,518
Previous 143,132
8.81%
Holding current value
$20.9 Million
Previous $21.4 Million
0.66%
% of portfolio
11.85%
Previous 13.39%
Shares
12 transactions
Others Institutions Holding VTV
# of Institutions
2,152Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio