Journey Beyond Wealth, LLC Vanguard Value ETF Transaction History
Journey Beyond Wealth, LLC
- $107 Billion
- Q1 2025
A detailed history of Journey Beyond Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Journey Beyond Wealth, LLC holds 33,818 shares of VTV stock, worth $5.8 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
33,818
Previous 33,513
0.91%
Holding current value
$5.8 Million
Previous $5.67 Billion
2.96%
% of portfolio
5.46%
Previous 5.33%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,604Shares Held
560MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$21.3 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.27 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.5 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.46 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.3 Billion0.44% of portfolio