Marks Group Wealth Management, Inc Vanguard Value ETF Transaction History

Marks Group Wealth Management, Inc

  • $1.03 Billion
  • Q3 2025

A detailed history of Marks Group Wealth Management, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 7,172 shares of VTV stock, worth $1.34 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,172
Previous 7,172 -0.0%
Holding current value
$1.34 Million
Previous $1.27 Million 5.52%
% of portfolio
0.13%
Previous 0.12%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$153.67 - $176.74 $39,032 - $44,891
-254 Reduced 3.42%
7,172 $1.27 Million
Q1 2025

May 01, 2025
SELL
$167.73 - $179.21 $18,450 - $19,713
-110 Reduced 1.46%
7,426 $1.28 Million
Q4 2024

Jan 29, 2025
SELL
$168.32 - $181.87 $150,478 - $162,591
-894 Reduced 10.6%
7,536 $1.28 Million
Q3 2024

Oct 30, 2024
SELL
$159.75 - $174.57 $7,029 - $7,681
-44 Reduced 0.52%
8,430 $1.47 Million
Q2 2024

Aug 14, 2024
SELL
$154.57 - $163.65 $121,492 - $128,628
-786 Reduced 8.49%
8,474 $1.36 Million
Q1 2024

Apr 29, 2024
BUY
$147.46 - $162.86 $27,575 - $30,454
187 Added 2.06%
9,260 $1.51 Million
Q4 2023

Feb 01, 2024
SELL
$131.82 - $149.95 $618,235 - $703,265
-4,690 Reduced 34.08%
9,073 $1.36 Million
Q3 2023

Oct 30, 2023
BUY
$137.93 - $147.18 $61,240 - $65,347
444 Added 3.33%
13,763 $1.9 Million
Q2 2023

Jul 19, 2023
SELL
$134.74 - $142.42 $10,913 - $11,536
-81 Reduced 0.6%
13,319 $1.89 Million
Q1 2023

May 03, 2023
BUY
$132.13 - $144.96 $548,471 - $601,728
4,151 Added 44.88%
13,400 $1.85 Million
Q4 2022

Feb 06, 2023
SELL
$124.69 - $146.24 $36,284 - $42,555
-291 Reduced 3.05%
9,249 $1.3 Million
Q3 2022

Nov 10, 2022
BUY
$123.48 - $143.43 $32,104 - $37,291
260 Added 2.8%
9,540 $1.18 Million
Q2 2022

Aug 09, 2022
BUY
$128.01 - $150.8 $135,178 - $159,244
1,056 Added 12.84%
9,280 $1.22 Million
Q1 2022

May 10, 2022
SELL
$140.46 - $150.33 $38,766 - $41,491
-276 Reduced 3.25%
8,224 $1.22 Million
Q4 2021

Mar 03, 2022
BUY
$136.43 - $147.24 $1.16 Million - $1.25 Million
8,500 New
8,500 $1.25 Million
Q4 2021

Feb 14, 2022
SELL
$136.43 - $147.24 $1.11 Million - $1.2 Million
-8,163 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$134.5 - $142.48 $351,717 - $372,585
2,615 Added 47.13%
8,163 $1.1 Million
Q4 2020

Feb 08, 2021
BUY
$101.75 - $119.15 $36,223 - $42,417
356 Added 6.86%
5,548 $660,000
Q2 2020

Aug 10, 2020
BUY
$85.23 - $110.16 $7,585 - $9,804
89 Added 1.74%
5,192 $517,000
Q1 2020

Apr 23, 2020
SELL
$76.76 - $121.42 $27,173 - $42,982
-354 Reduced 6.49%
5,103 $456,000
Q4 2019

Feb 12, 2020
BUY
$107.9 - $120.77 $588,810 - $659,041
5,457 New
5,457 $654,000

Others Institutions Holding VTV

# of Institutions
2,760
Shares Held
586M
Call Options Held
159K
Put Options Held
38.8K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email