Luminvest Wealth Management LLC Vanguard Value ETF Transaction History
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
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 18,198 shares of VTV stock, worth $3.23 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
18,198
Previous 17,801
2.23%
Holding current value
$3.23 Million
Previous $2.9 Billion
9.87%
% of portfolio
1.32%
Previous 1.36%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,343Shares Held
518MCall Options Held
248KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.25 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.15 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.51 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio