Laurel Wealth Planning LLC Vanguard Value ETF Transaction History
Laurel Wealth Planning LLC
- $145 Million
- Q1 2025
A detailed history of Laurel Wealth Planning LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 1,210 shares of VTV stock, worth $215,585. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,210
Previous 1,210
-0.0%
Holding current value
$215,585
Previous $205,000
1.95%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,608Shares Held
560MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.1 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.64 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.72 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.6 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.39 Billion0.44% of portfolio