Legacy Wealth Managment, Llc/Id Vanguard Value ETF Transaction History
Legacy Wealth Managment, Llc/Id
- $120 Million
- Q2 2025
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Value ETF stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 678 shares of VTV stock, worth $120,677. This represents 0.1% of its overall portfolio holdings.
Number of Shares
678
Previous 963
29.6%
Holding current value
$120,677
Previous $166,000
28.31%
% of portfolio
0.1%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,644Shares Held
562MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.1 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.63 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.72 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.7 Billion1.13% of portfolio
-
Ubs Group Ag13.4MShares$2.39 Billion0.44% of portfolio