Mark Sheptoff Financial Planning, LLC Vanguard Value ETF Transaction History
Mark Sheptoff Financial Planning, LLC
- $176 Million
- Q2 2024
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 656 shares of VTV stock, worth $114,111. This represents 0.06% of its overall portfolio holdings.
Number of Shares
656
Previous 656
-0.0%
Holding current value
$114,111
Previous $106,000
0.94%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.87 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio