Lws Wealth Advisors, Inc. Vanguard Value ETF Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 3,629 shares of VTV stock, worth $655,615. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,629

Previous 3,641 0.33%

Holding current value

$655,615

Previous $502,000 7.97%

% of portfolio

0.21%

Previous 0.23%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$131.82 - $149.95 $1,581 - $1,799	-12 Reduced 0.33%	3,629 $542,000
Q3 2023 Nov 13, 2023	BUY	$137.93 - $147.18 $31,172 - $33,262	226 Added 6.62%	3,641 $502,000
Q2 2023 Jul 28, 2023	BUY	$134.74 - $142.42 $37,322 - $39,450	277 Added 8.83%	3,415 $485,000
Q1 2023 Apr 28, 2023	BUY	$132.13 - $144.96 $26,029 - $28,557	197 Added 6.7%	3,138 $433,000
Q3 2022 Nov 14, 2022	SELL	$123.48 - $143.43 $617 - $717	-5 Reduced 0.17%	2,941 $363,000
Q2 2022 Aug 05, 2022	SELL	$128.01 - $150.8 $26,114 - $30,763	-204 Reduced 6.48%	2,946 $389,000
Q1 2022 May 10, 2022	SELL	$140.46 - $150.33 $17,417 - $18,640	-124 Reduced 3.79%	3,150 $466,000
Q3 2021 Nov 09, 2021	BUY	$134.5 - $142.48 $3,631 - $3,846	27 Added 0.83%	3,274 $443,000
Q2 2021 Jul 23, 2021	SELL	$132.12 - $141.17 $26,820 - $28,657	-203 Reduced 5.88%	3,247 $446,000
Q3 2020 Nov 10, 2020	BUY	$98.37 - $109.49 $4,328 - $4,817	44 Added 1.29%	3,450 $361,000
Q2 2020 Aug 05, 2020	SELL	$85.23 - $110.16 $131,680 - $170,197	-1,545 Reduced 31.21%	3,406 $339,000
Q1 2020 May 04, 2020	BUY	$76.76 - $121.42 $380,038 - $601,150	4,951 New	4,951 $441,000

Others Institutions Holding VTV

# of Institutions

2,629

Shares Held

562M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Lws Wealth Advisors, Inc. Vanguard Value ETF Transaction History