Monument Group Wealth Advisors, LLC Vanguard Value ETF Transaction History
Monument Group Wealth Advisors, LLC
- $166 Billion
- Q3 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 16,667 shares of VTV stock, worth $2.84 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
16,667
Previous 16,732
0.39%
Holding current value
$2.84 Million
Previous $2.68 Billion
8.4%
% of portfolio
1.75%
Previous 1.81%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.91 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.96 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.47 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.38 Billion1.14% of portfolio