Ledge Wealth Management, Inc. Vanguard Value ETF Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 202,188 shares of VTV stock, worth $37.8 Million. This represents 11.75% of its overall portfolio holdings.

Number of Shares

202,188

Previous 199,410 1.39%

Holding current value

$37.8 Million

Previous $27.5 Million 9.9%

% of portfolio

11.75%

Previous 12.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$131.82 - $149.95 $366,195 - $416,561	2,778 Added 1.39%	202,188 $30.2 Million
Q3 2023 Oct 23, 2023	BUY	$137.93 - $147.18 $851,717 - $908,836	6,175 Added 3.2%	199,410 $27.5 Million
Q2 2023 Jul 11, 2023	BUY	$134.74 - $142.42 $192,812 - $203,803	1,431 Added 0.75%	193,235 $27.5 Million
Q1 2023 Apr 14, 2023	BUY	$132.13 - $144.96 $8.55 Million - $9.38 Million	64,733 Added 50.94%	191,804 $26.5 Million
Q4 2022 Feb 02, 2023	BUY	$124.69 - $146.24 $956,746 - $1.12 Million	7,673 Added 6.43%	127,071 $17.8 Million

Q3 2022 Oct 18, 2022	BUY	$123.48 - $143.43 $880,782 - $1.02 Million	7,133 Added 6.35%	119,398 $14.7 Million
Q2 2022 Jul 20, 2022	BUY	$128.01 - $150.8 $1.19 Million - $1.4 Million	9,287 Added 9.02%	112,265 $14.8 Million
Q1 2022 May 10, 2022	BUY	$140.46 - $150.33 $14.5 Million - $15.5 Million	102,978 New	102,978 $15.2 Million

Others Institutions Holding VTV

# of Institutions

2,752

Shares Held

586M

Call Options Held

159K

Put Options Held

34K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Ledge Wealth Management, Inc. Vanguard Value ETF Transaction History