Monument Group Wealth Advisors, LLC Vanguard Value ETF Transaction History
Monument Group Wealth Advisors, LLC
- $141 Billion
- Q4 2024
A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 15,636 shares of VTV stock, worth $2.76 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
15,636
Previous 16,667
6.19%
Holding current value
$2.76 Million
Previous $2.91 Billion
9.02%
% of portfolio
1.87%
Previous 1.75%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,369Shares Held
520MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$20.9 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.22 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.13 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.5 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.3 Billion0.5% of portfolio