Mark Sheptoff Financial Planning, LLC Vanguard Value ETF Transaction History

Mark Sheptoff Financial Planning, LLC

  • $186 Million
  • Q3 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 $115,410. This represents 0.06% of its overall portfolio holdings.

Number of Shares
656
Previous 656 -0.0%
Holding current value
$115,410
Previous $105,000 8.57%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$131.82 - $149.95 $26,364 - $29,989
200 Added 43.86%
656 $98,000
Q3 2023

Nov 09, 2023
BUY
$137.93 - $147.18 $2,068 - $2,207
15 Added 3.4%
456 $62,000
Q1 2023

May 11, 2023
BUY
$132.13 - $144.96 $7,267 - $7,972
55 Added 14.25%
441 $60,000
Q2 2022

Aug 11, 2022
BUY
$128.01 - $150.8 $23,425 - $27,596
183 Added 90.15%
386 $51,000
Q1 2022

May 12, 2022
BUY
$140.46 - $150.33 $6,320 - $6,764
45 Added 28.48%
203 $30,000
Q4 2021

Feb 11, 2022
BUY
$136.43 - $147.24 $6,957 - $7,509
51 Added 47.66%
158 $23,000
Q3 2021

Nov 10, 2021
BUY
$134.5 - $142.48 $14,391 - $15,245
107 New
107 $14,000

Others Institutions Holding VTV

# of Institutions
2,355
Shares Held
520M
Call Options Held
248K
Put Options Held
265K
View Full List

About VANGUARD VALUE ETF

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