Kiley Juergens Wealth Management, LLC Vanguard Value ETF Transaction History
Kiley Juergens Wealth Management, LLC
- $372 Million
- Q3 2024
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 25,434 shares of VTV stock, worth $4.33 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
25,434
Previous 23,498
8.24%
Holding current value
$4.33 Million
Previous $3.77 Million
17.8%
% of portfolio
1.19%
Previous 1.09%
Shares
21 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.1 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.89 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.95 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.46 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.37 Billion1.14% of portfolio