Geometric Wealth Advisors Vanguard Value ETF Transaction History
Geometric Wealth Advisors
- $518 Million
- Q3 2024
A detailed history of Geometric Wealth Advisors transactions in Vanguard Value ETF stock. As of the latest transaction made, Geometric Wealth Advisors holds 3,797 shares of VTV stock, worth $663,259. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,797
Previous 3,901
2.67%
Holding current value
$663,259
Previous $625,000
5.92%
% of portfolio
0.13%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,320Shares Held
517MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.7 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.12 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.07 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.46 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.27 Billion0.5% of portfolio