Moulton Wealth Management, Inc Vanguard Value ETF Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 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 2,782 shares of VTV stock, worth $485,319. This represents 0.36% of its overall portfolio holdings.

Number of Shares

2,782

Previous 2,224 25.09%

Holding current value

$485,319

Previous $388,000 21.13%

% of portfolio

0.36%

Previous 0.33%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$168.32 - $181.87 $93,922 - $101,483	558 Added 25.09%	2,782 $470,000
Q3 2024 Oct 17, 2024	BUY	$159.75 - $174.57 $355,284 - $388,243	2,224 New	2,224 $388,000
Q1 2022 Apr 19, 2022	SELL	$140.46 - $150.33 $3.02 Million - $3.23 Million	-21,493 Closed	0 $0
Q4 2021 Jan 12, 2022	SELL	$136.43 - $147.24 $72,444 - $78,184	-531 Reduced 2.41%	21,493 $3.22 Million
Q3 2021 Oct 12, 2021	BUY	$134.5 - $142.48 $1.79 Million - $1.9 Million	13,309 Added 152.71%	22,024 $3.02 Million
Q2 2021 Jul 20, 2021	BUY	$132.12 - $141.17 $509,983 - $544,916	3,860 Added 79.51%	8,715 $1.2 Million
Q1 2021 Apr 08, 2021	BUY	$117.44 - $132.31 $570,171 - $642,365	4,855 New	4,855 $646,000

Others Institutions Holding VTV

# of Institutions

2,536

Shares Held

543M

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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Moulton Wealth Management, Inc Vanguard Value ETF Transaction History