A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 5,629 shares of VTV stock, worth $975,449. This represents 0.14% of its overall portfolio holdings.

Number of Shares
5,629
Previous 5,629 -0.0%
Holding current value
$975,449
Previous $902,000 8.87%
% of portfolio
0.14%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

SELL
$131.82 - $149.95 $79,092 - $89,970
-600 Reduced 9.63%
5,629 $841,000
Q3 2023

Oct 13, 2023

BUY
$137.93 - $147.18 $689 - $735
5 Added 0.08%
6,229 $859,000
Q2 2023

Jul 20, 2023

BUY
$134.74 - $142.42 $80,844 - $85,451
600 Added 10.67%
6,224 $884,000
Q2 2022

Jul 27, 2022

SELL
$128.01 - $150.8 $4,480 - $5,278
-35 Reduced 0.62%
5,624 $742,000
Q3 2021

Oct 08, 2021

BUY
$134.5 - $142.48 $4,707 - $4,986
35 Added 0.62%
5,659 $766,000
Q2 2021

Jul 16, 2021

BUY
$132.12 - $141.17 $396 - $423
3 Added 0.05%
5,624 $773,000
Q1 2021

Apr 15, 2021

SELL
$117.44 - $132.31 $7,985 - $8,997
-68 Reduced 1.2%
5,621 $739,000
Q4 2020

Jan 22, 2021

BUY
$101.75 - $119.15 $7,733 - $9,055
76 Added 1.35%
5,689 $677,000
Q3 2020

Oct 14, 2020

SELL
$98.37 - $109.49 $19,378 - $21,569
-197 Reduced 3.39%
5,613 $587,000
Q2 2020

Jul 09, 2020

BUY
$85.23 - $110.16 $17,472 - $22,582
205 Added 3.66%
5,810 $579,000
Q1 2020

Apr 23, 2020

BUY
$76.76 - $121.42 $460 - $728
6 Added 0.11%
5,605 $499,000
Q4 2019

Jan 14, 2020

BUY
$107.9 - $120.77 $431 - $483
4 Added 0.07%
5,599 $671,000
Q3 2019

Oct 22, 2019

BUY
$111.23 - $113.16 $778 - $792
7 Added 0.13%
5,595 $624,000
Q2 2019

Jul 15, 2019

BUY
N/A
4 Added 0.07%
5,588 $620,000
Q4 2018

Jan 22, 2019

BUY
N/A
8 Added 0.14%
5,584 $547,000
Q2 2018

Jul 19, 2018

BUY
N/A
4 Added 0.07%
5,576 $579,000
Q1 2018

Apr 18, 2018

BUY
N/A
3 Added 0.05%
5,572 $575,000
Q4 2017

Jan 16, 2018

BUY
N/A
4 Added 0.07%
5,569 $592,000
Q3 2017

Nov 14, 2017

BUY
N/A
5,565
5,565 $556,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.