Kiley Juergens Wealth Management, LLC Vanguard Value ETF Transaction History
Kiley Juergens Wealth Management, LLC
- $362 Million
- Q1 2025
A detailed history of Kiley Juergens Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Kiley Juergens Wealth Management, LLC holds 27,317 shares of VTV stock, worth $4.55 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
27,317
Previous 26,304
3.85%
Holding current value
$4.55 Million
Previous $4.45 Million
5.95%
% of portfolio
1.3%
Previous 1.16%
Shares
23 transactions
Others Institutions Holding VTV
# of Institutions
2,574Shares Held
546MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$8.97 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.14 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.37 Billion1.17% of portfolio
-
Ubs Group Ag13.2MShares$2.2 Billion0.42% of portfolio