Marcum Wealth, LLC Vanguard Value ETF Transaction History

Marcum Wealth, LLC

  • $988 Million
  • Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 18,437 shares of VTV stock, worth $3.13 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
18,437
Previous 17,837 3.36%
Holding current value
$3.13 Million
Previous $2.9 Million 1.83%
% of portfolio
0.3%
Previous 0.3%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024
BUY
$154.57 - $163.65 $92,742 - $98,190
600 Added 3.36%
18,437 $2.96 Million
Q1 2024

Apr 10, 2024
SELL
$147.46 - $162.86 $717,982 - $792,965
-4,869 Reduced 21.44%
17,837 $2.9 Million
Q4 2023

Jan 10, 2024
BUY
$131.82 - $149.95 $256,258 - $291,502
1,944 Added 9.36%
22,706 $3.39 Million
Q3 2023

Oct 10, 2023
SELL
$137.93 - $147.18 $379,997 - $405,480
-2,755 Reduced 11.71%
20,762 $2.86 Million
Q2 2023

Jul 13, 2023
BUY
$134.74 - $142.42 $16,842 - $17,802
125 Added 0.53%
23,517 $3.34 Million
Q1 2023

Apr 19, 2023
SELL
$132.13 - $144.96 $1.11 Million - $1.21 Million
-8,378 Reduced 26.37%
23,392 $3.23 Million
Q4 2022

Jan 12, 2023
BUY
$136.96 - $146.24 $688,634 - $735,294
5,028 Added 18.8%
31,770 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-3,703 Reduced 12.16%
26,742 $3.3 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-2,021 Reduced 6.22%
30,445 $4.02 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-5,680 Reduced 14.89%
32,466 $4.8 Million
Q4 2021

Feb 01, 2022
SELL
N/A
-1,241 Reduced 3.15%
38,146 $5.61 Million
Q3 2021

Nov 08, 2021
SELL
N/A
-3,884 Reduced 8.98%
39,387 $5.33 Million
Q2 2021

Aug 10, 2021
SELL
N/A
-2,840 Reduced 6.16%
43,271 $5.95 Million
Q1 2021

May 11, 2021
SELL
N/A
-3,294 Reduced 6.67%
46,111 $6.06 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-12,714 Reduced 20.47%
49,405 $5.88 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-8,381 Reduced 11.89%
62,119 $6.49 Million
Q2 2020

Aug 14, 2020
BUY
N/A
28,698 Added 68.65%
70,500 $7.02 Million
Q1 2020

May 14, 2020
BUY
N/A
3,773 Added 9.92%
41,802 $3.72 Million
Q4 2019

Feb 13, 2020
BUY
N/A
38,029 New
38,029 $4.56 Million

Others Institutions Holding VTV

# of Institutions
2,181
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

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