Lutz Financial Services LLC Vanguard Value ETF Transaction History

Lutz Financial Services LLC

  • $1.14 Billion
  • Q1 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 53,445 shares of VTV stock, worth $8.82 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
53,445
Previous 53,705 0.48%
Holding current value
$8.82 Million
Previous $8.03 Million 8.42%
% of portfolio
0.76%
Previous 0.75%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$147.46 - $162.86 $38,339 - $42,343
-260 Reduced 0.48%
53,445 $8.7 Million
Q4 2023

Feb 07, 2024
BUY
$131.82 - $149.95 $226,203 - $257,314
1,716 Added 3.3%
53,705 $8.03 Million
Q3 2023

Nov 03, 2023
SELL
$137.93 - $147.18 $119,171 - $127,163
-864 Reduced 1.63%
51,989 $7.17 Million
Q2 2023

Aug 07, 2023
BUY
$134.74 - $142.42 $389,398 - $411,593
2,890 Added 5.78%
52,853 $7.51 Million
Q1 2023

May 01, 2023
BUY
$132.13 - $144.96 $223,563 - $245,272
1,692 Added 3.51%
49,963 $6.9 Million
Q4 2022

Feb 06, 2023
BUY
$136.96 - $146.24 $1.07 Million - $1.15 Million
7,845 Added 19.41%
48,271 $6.78 Million
Q3 2022

Oct 21, 2022
BUY
N/A
37,284 Added 1186.63%
40,426 $4.99 Million
Q2 2022

Jul 20, 2022
BUY
N/A
2 Added 0.06%
3,142 $414,000
Q1 2022

Apr 25, 2022
BUY
N/A
2 Added 0.06%
3,140 $464,000
Q4 2021

Jan 19, 2022
BUY
N/A
2 Added 0.06%
3,138 $462,000
Q3 2021

Oct 27, 2021
BUY
N/A
1 Added 0.03%
3,136 $425,000
Q2 2021

Jul 26, 2021
SELL
N/A
-5 Reduced 0.16%
3,135 $431,000
Q1 2021

Apr 27, 2021
BUY
N/A
1 Added 0.03%
3,140 $413,000
Q4 2020

Feb 12, 2021
SELL
N/A
-19 Reduced 0.6%
3,139 $373,000
Q3 2020

Nov 05, 2020
BUY
N/A
2 Added 0.06%
3,158 $330,000
Q2 2020

Jul 28, 2020
SELL
N/A
-3,853 Reduced 54.97%
3,156 $314,000
Q1 2020

Apr 27, 2020
BUY
N/A
2,161 Added 44.58%
7,009 $624,000
Q4 2019

Feb 03, 2020
BUY
N/A
2 Added 0.04%
4,848 $581,000
Q3 2019

Oct 31, 2019
BUY
N/A
3 Added 0.06%
4,846 $541,000
Q2 2019

Aug 13, 2019
BUY
N/A
2 Added 0.04%
4,843 $537,000
Q1 2019

May 06, 2019
SELL
N/A
-96 Reduced 1.94%
4,841 $521,000
Q4 2018

Feb 13, 2019
BUY
N/A
1,770 Added 55.89%
4,937 $484,000
Q3 2018

Nov 13, 2018
SELL
N/A
-177 Reduced 5.29%
3,167 $351,000
Q2 2018

Aug 15, 2018
BUY
N/A
1 Added 0.03%
3,344 $347,000
Q1 2018

Apr 17, 2018
BUY
N/A
195 Added 6.19%
3,343 $345,000
Q4 2017

Apr 17, 2018
BUY
N/A
3,148
3,148 $335,000

Others Institutions Holding VTV

# of Institutions
2,163
Shares Held
494M
Call Options Held
259K
Put Options Held
37.4K
View Full List

About VANGUARD VALUE ETF

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