Monument Group Wealth Advisors, LLC Vanguard Value ETF Transaction History

Monument Group Wealth Advisors, LLC

$144 Billion
Q1 2025

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 17,993 shares of VTV stock, worth $3 Million. This represents 2.15% of its overall portfolio holdings.

Number of Shares

17,993

Previous 15,636 15.07%

Holding current value

$3 Million

Previous $2.65 Billion 17.41%

% of portfolio

2.15%

Previous 1.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	BUY	$167.73 - $179.21 $395,339 - $422,397	2,357 Added 15.07%	17,993 $3.11 Billion
Q4 2024 Jan 15, 2025	SELL	$168.32 - $181.87 $173,537 - $187,507	-1,031 Reduced 6.19%	15,636 $2.65 Billion
Q3 2024 Oct 18, 2024	SELL	$159.75 - $174.57 $10,383 - $11,347	-65 Reduced 0.39%	16,667 $2.91 Billion
Q2 2024 Aug 06, 2024	SELL	$154.57 - $163.65 $159,670 - $169,050	-1,033 Reduced 5.81%	16,732 $2.68 Billion
Q1 2024 May 07, 2024	SELL	$147.46 - $162.86 $253,188 - $279,630	-1,717 Reduced 8.81%	17,765 $2.89 Billion
Q4 2023 Feb 01, 2024	BUY	$131.82 - $149.95 $2.57 Million - $2.92 Million	19,482 New	19,482 $2.91 Billion

Others Institutions Holding VTV

# of Institutions

2,581

Shares Held

544M

Call Options Held

539K

Put Options Held

93.6K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Monument Group Wealth Advisors, LLC Vanguard Value ETF Transaction History