Lutz Financial Services LLC Vanguard Large Cap ETF Transaction History

Lutz Financial Services LLC

$1.23 Billion
Q3 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,791 shares of VV stock, worth $1.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,791

Previous 3,791 -0.0%

Holding current value

$1.05 Million

Previous $946,000 5.5%

% of portfolio

0.08%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	BUY	$188.0 - $219.17 $512,112 - $597,019	2,724 Added 255.3%	3,791 $827,000
Q2 2023 Aug 07, 2023	BUY	$184.38 - $202.72 $196,733 - $216,302	1,067 New	1,067 $216,000
Q2 2022 Jul 20, 2022	SELL	$167.29 - $210.78 $177,996 - $224,269	-1,064 Closed	0 $0
Q3 2021 Oct 27, 2021	SELL	$199.12 - $212.29 $4,778 - $5,094	-24 Reduced 2.21%	1,064 $214,000
Q1 2021 Apr 27, 2021	BUY	$173.39 - $186.2 $188,648 - $202,585	1,088 New	1,088 $202,000
Q1 2020 Apr 27, 2020	SELL	$102.61 - $156.13 $265,041 - $403,283	-2,583 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$132.26 - $148.31 $132 - $148	1 Added 0.04%	2,583 $382,000
Q3 2019 Oct 31, 2019	BUY	$135.59 - $138.25 $7,999 - $8,156	59 Added 2.34%	2,582 $352,000
Q2 2019 Aug 13, 2019	BUY	N/A	1 Added 0.04%	2,523 $340,000
Q1 2019 May 06, 2019	BUY	N/A	2,522 New	2,522 $327,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
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Industry ETFs

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Lutz Financial Services LLC Vanguard Large Cap ETF Transaction History