Kiley Juergens Wealth Management, LLC Vanguard Value ETF Transaction History
Kiley Juergens Wealth Management, LLC
- $311 Million
- Q1 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 22,631 shares of VTV stock, worth $3.63 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
22,631
Previous 22,484
0.65%
Holding current value
$3.63 Million
Previous $3.36 Million
9.64%
% of portfolio
1.19%
Previous 1.17%
Shares
19 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.63 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio