Genesis Private Wealth, LLC Vanguard Value ETF Transaction History

Genesis Private Wealth, LLC

$181 Billion
Q4 2024

A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 2,368 shares of VTV stock, worth $413,642. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,368

Holding current value

$413,642

% of portfolio

0.22%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$168.32 - $181.87 $398,581 - $430,668	2,368 New	2,368 $401 Million

Others Institutions Holding VTV

# of Institutions

2,320

Shares Held

517M

Call Options Held

248K

Put Options Held

266K

Bank Of America Corp Charlotte, NC

118M
Shares

$20.7 Billion
1.74% of portfolio
Jones Financial Companies Lllp

52.2M
Shares

$9.12 Billion
9.35% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$5.07 Billion
0.37% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.46 Billion
1.14% of portfolio
Ubs Group Ag

13M
Shares

$2.27 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Genesis Private Wealth, LLC Vanguard Value ETF Transaction History