Holistic Planning, LLC Vanguard Value ETF Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 42,783 shares of VTV stock, worth $7.26 Million. This represents 5.35% of its overall portfolio holdings.

Number of Shares
42,783
Previous 43,694 2.08%
Holding current value
$7.26 Million
Previous $7.12 Billion 2.08%
% of portfolio
5.35%
Previous 5.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024
SELL
$154.57 - $163.65 $140,813 - $149,085
-911 Reduced 2.08%
42,783 $6.97 Billion
Q1 2024

May 01, 2024
SELL
$147.46 - $162.86 $633,930 - $700,135
-4,299 Reduced 8.96%
43,694 $7.12 Billion
Q4 2023

Feb 14, 2024
BUY
$131.82 - $149.95 $6.33 Million - $7.2 Million
47,993 New
47,993 $7.17 Billion

Others Institutions Holding VTV

# of Institutions
2,181
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

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