Luminvest Wealth Management LLC Vanguard Value ETF Transaction History

Luminvest Wealth Management LLC

  • $243 Billion
  • Q1 2025

A detailed history of Luminvest Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Luminvest Wealth Management LLC holds 18,345 shares of VTV stock, worth $3.05 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares
18,345
Previous 18,260 0.47%
Holding current value
$3.05 Million
Previous $3.09 Billion 2.51%
% of portfolio
1.31%
Previous 1.25%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$167.73 - $179.21 $14,257 - $15,232
85 Added 0.47%
18,345 $3.17 Billion
Q4 2024

Jan 28, 2025
BUY
$168.32 - $181.87 $10,435 - $11,275
62 Added 0.34%
18,260 $3.09 Billion
Q3 2024

Oct 30, 2024
BUY
$159.75 - $174.57 $63,420 - $69,304
397 Added 2.23%
18,198 $3.19 Billion
Q2 2024

Oct 30, 2024
BUY
$154.57 - $163.65 $2.27 Million - $2.4 Million
14,671 Added 468.72%
17,801 $2.9 Billion
Q1 2024

Oct 30, 2024
SELL
$147.46 - $162.86 $2,211 - $2,442
-15 Reduced 0.48%
3,130 $541 Million
Q4 2023

Oct 30, 2024
BUY
$131.82 - $149.95 $414,573 - $471,592
3,145 New
3,145 $547 Million

Others Institutions Holding VTV

# of Institutions
2,574
Shares Held
546M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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