Moulton Wealth Management, Inc Vanguard Value ETF Transaction History
Moulton Wealth Management, Inc
- $118 Million
- Q3 2024
A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 2,224 shares of VTV stock, worth $400,497. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,224Holding current value
$400,497% of portfolio
0.33%Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,291Shares Held
535MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.4 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.23 Billion0.37% of portfolio
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International Assets Investment Management, LLC Orlando, FL20.3MShares$3.66 Billion0.24% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.56 Billion1.14% of portfolio