Investments & Financial Planning, LLC Vanguard Value ETF Transaction History

Investments & Financial Planning, LLC

  • $158 Million
  • Q3 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 7,543 shares of VTV stock, worth $1.28 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
7,543
Previous 7,569 0.34%
Holding current value
$1.28 Million
Previous $1.21 Million 8.4%
% of portfolio
0.83%
Previous 0.82%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$159.75 - $174.57 $4,153 - $4,538
-26 Reduced 0.34%
7,543 $1.32 Million
Q2 2024

Jul 18, 2024
BUY
$154.57 - $163.65 $618 - $654
4 Added 0.05%
7,569 $1.21 Million
Q1 2024

May 03, 2024
SELL
$147.46 - $162.86 $45,122 - $49,835
-306 Reduced 3.89%
7,565 $1.23 Million
Q4 2023

Jan 18, 2024
SELL
$131.82 - $149.95 $272,603 - $310,096
-2,068 Reduced 20.81%
7,871 $1.18 Million
Q3 2023

Oct 18, 2023
SELL
$137.93 - $147.18 $24,827 - $26,492
-180 Reduced 1.78%
9,939 $1.37 Million
Q2 2023

Jul 18, 2023
SELL
$134.74 - $142.42 $1,616 - $1,709
-12 Reduced 0.12%
10,119 $1.44 Million
Q1 2023

May 02, 2023
SELL
$132.13 - $144.96 $6,474 - $7,103
-49 Reduced 0.48%
10,131 $1.4 Million
Q4 2022

Feb 28, 2023
BUY
$124.69 - $146.24 $13,466 - $15,793
108 Added 1.07%
10,180 $1.43 Million
Q2 2022

Aug 11, 2022
SELL
$128.01 - $150.8 $241,810 - $284,861
-1,889 Reduced 15.79%
10,072 $1.33 Million
Q1 2022

May 09, 2022
BUY
$140.46 - $150.33 $7,023 - $7,516
50 Added 0.42%
11,961 $1.77 Million
Q4 2021

Feb 11, 2022
BUY
$136.43 - $147.24 $1.63 Million - $1.75 Million
11,911 New
11,911 $1.75 Million

Others Institutions Holding VTV

# of Institutions
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Investments & Financial Planning, LLC Portfolio

Follow Investments & Financial Planning, 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 Investments & Financial Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Investments & Financial Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email