Hillcrest Wealth Advisors Ny, LLC Vanguard Value ETF Transaction History

Hillcrest Wealth Advisors Ny, LLC

  • $210 Million
  • Q4 2024

A detailed history of Hillcrest Wealth Advisors Ny, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Hillcrest Wealth Advisors Ny, LLC holds 23,970 shares of VTV stock, worth $4.22 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
23,970
Previous 24,470 2.04%
Holding current value
$4.22 Million
Previous $4.27 Million 4.99%
% of portfolio
1.93%
Previous 2.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$168.32 - $181.87 $84,160 - $90,935
-500 Reduced 2.04%
23,970 $4.06 Million
Q1 2022

May 09, 2022
SELL
$140.46 - $150.33 $74,443 - $79,674
-530 Reduced 2.12%
24,470 $3.62 Million
Q2 2021

Aug 03, 2021
SELL
$132.12 - $141.17 $1.15 Million - $1.22 Million
-8,673 Reduced 25.76%
25,000 $3.44 Million
Q4 2020

Feb 03, 2021
SELL
$101.75 - $119.15 $191,798 - $224,597
-1,885 Reduced 5.3%
33,673 $4.01 Million
Q3 2020

Oct 21, 2020
BUY
$98.37 - $109.49 $172,147 - $191,607
1,750 Added 5.18%
35,558 $3.72 Million
Q1 2020

Apr 28, 2020
BUY
$76.76 - $121.42 $140,470 - $222,198
1,830 Added 5.72%
33,808 $3.01 Million
Q4 2019

Jan 30, 2020
BUY
$107.9 - $120.77 $75,530 - $84,539
700 Added 2.24%
31,978 $3.83 Million
Q1 2019

May 10, 2019
SELL
N/A
-1,940 Reduced 5.84%
31,278 $3.37 Million
Q4 2018

Feb 08, 2019
BUY
N/A
33,218 New
33,218 $3.25 Million

Others Institutions Holding VTV

# of Institutions
2,416
Shares Held
532M
Call Options Held
250K
Put Options Held
77.9K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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