Monterey Private Wealth, Inc. Vanguard Value ETF Transaction History
Monterey Private Wealth, Inc.
- $267 Million
- Q2 2024
A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 5,242 shares of VTV stock, worth $888,990. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,242
Previous 5,318
1.43%
Holding current value
$888,990
Previous $866,000
3.0%
% of portfolio
0.31%
Previous 0.35%
Shares
11 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio