Golden State Wealth Management, LLC Vanguard Value ETF Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,477 shares of VTV stock, worth $938,703. This represents 0.14% of its overall portfolio holdings.

Number of Shares

5,477

Previous 10,952 49.99%

Holding current value

$938,703

Previous $1.89 Million 49938.5%

% of portfolio

0.14%

Previous 0.14%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$167.73 - $179.21 $918,321 - $981,174	-5,475 Reduced 49.99%	5,477 $946 Million
Q1 2025 Apr 23, 2025	BUY	$167.73 - $179.21 $459,915 - $491,393	2,742 Added 33.4%	10,952 $1.89 Million
Q4 2024 Jan 28, 2025	BUY	$168.32 - $181.87 $71,536 - $77,294	425 Added 5.46%	8,210 $1.39 Billion
Q1 2022 May 19, 2022	BUY	$140.46 - $150.33 $115,317 - $123,420	821 Added 11.79%	7,785 $1.15 Million
Q1 2022 May 16, 2022	SELL	$140.46 - $150.33 $203,105 - $217,377	-1,446 Reduced 17.19%	6,964 $915,000
Q4 2021 Feb 14, 2022	BUY	$136.43 - $147.24 $9,550 - $10,306	70 Added 0.84%	8,410 $1.24 Million
Q3 2021 Nov 15, 2021	BUY	$134.5 - $142.48 $122,260 - $129,514	909 Added 12.23%	8,340 $1.13 Million
Q2 2021 Aug 12, 2021	BUY	$132.12 - $141.17 $61,700 - $65,926	467 Added 6.71%	7,431 $1.02 Million
Q1 2021 May 14, 2021	SELL	$117.44 - $132.31 $58,720 - $66,155	-500 Reduced 6.7%	6,964 $915,000
Q4 2020 Jan 28, 2021	BUY	$101.75 - $119.15 $89,540 - $104,852	880 Added 13.37%	7,464 $888,000
Q3 2020 Nov 12, 2020	SELL	$98.37 - $109.49 $68,367 - $76,095	-695 Reduced 9.55%	6,584 $688,000
Q2 2020 Aug 13, 2020	BUY	$85.23 - $110.16 $620,389 - $801,854	7,279 New	7,279 $725,000
Q2 2020 Aug 11, 2020	SELL	$85.23 - $110.16 $1.09 Million - $1.4 Million	-12,748 Closed	0 $0
Q1 2020 Apr 17, 2020	BUY	$76.76 - $121.42 $978,536 - $1.55 Million	12,748 New	12,748 $1.14 Million

Others Institutions Holding VTV

# of Institutions

2,603

Shares Held

558M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Golden State Wealth Management, LLC Vanguard Value ETF Transaction History