Jp Wealth Management, Inc. Vanguard Value ETF Transaction History

Jp Wealth Management, Inc.

$136 Billion
Q4 2024

A detailed history of Jp Wealth Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Jp Wealth Management, Inc. holds 3,900 shares of VTV stock, worth $691,275. This represents 0.48% of its overall portfolio holdings.

Number of Shares

3,900

Holding current value

$691,275

% of portfolio

0.48%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$168.32 - $181.87 $656,448 - $709,293	3,900 New	3,900 $660 Million

Others Institutions Holding VTV

# of Institutions

2,343

Shares Held

518M

Call Options Held

248K

Put Options Held

266K

Bank Of America Corp Charlotte, NC

118M
Shares

$21 Billion
1.74% of portfolio
Jones Financial Companies Lllp

52.2M
Shares

$9.25 Billion
9.35% of portfolio
Morgan Stanley New York, NY

29.1M
Shares

$5.15 Billion
0.37% of portfolio
Envestnet Asset Management Inc

19.8M
Shares

$3.51 Billion
1.14% of portfolio
Ubs Group Ag

13M
Shares

$2.3 Billion
0.5% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jp Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Jp Wealth Management, Inc. with notifications on news.

Account

Jp Wealth Management, Inc. Vanguard Value ETF Transaction History