Holistic Planning, LLC Vanguard Value ETF Transaction History
Holistic Planning, LLC
- $276 Billion
- Q4 2024
A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 37,060 shares of VTV stock, worth $6.61 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
37,060
Previous 39,549
6.29%
Holding current value
$6.61 Million
Previous $6.9 Billion
9.12%
% of portfolio
2.27%
Previous 2.92%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,519Shares Held
542MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.5 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.61 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.51 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.59 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio