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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

SELL
$153.67 - $176.74 $43,795 - $50,370
-285 Reduced 29.6%
678 $119,000
Q1 2025

May 16, 2025

BUY
$167.73 - $179.21 $136,699 - $146,056
815 Added 550.68%
963 $166,000
Q4 2024

Feb 13, 2025

SELL
$168.32 - $181.87 $17,673 - $19,096
-105 Reduced 41.5%
148 $25,000
Q3 2024

Nov 15, 2024

BUY
$159.75 - $174.57 $40,416 - $44,166
253 New
253 $44,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.