A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 2,182 shares of VTV stock, worth $373,776. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,182
Previous 2,177 0.23%
Holding current value
$373,776
Previous $349,000 8.88%
% of portfolio
0.11%
Previous 0.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$159.75 - $174.57 $798 - $872
5 Added 0.23%
2,182 $380,000
Q1 2024

Apr 17, 2024

BUY
$147.46 - $162.86 $147 - $162
1 Added 0.05%
2,177 $354,000
Q4 2023

Feb 07, 2024

BUY
$131.82 - $149.95 $395 - $449
3 Added 0.14%
2,176 $325,000
Q3 2023

Oct 20, 2023

BUY
$137.93 - $147.18 $551 - $588
4 Added 0.18%
2,173 $299,000
Q2 2023

Jul 21, 2023

SELL
$134.74 - $142.42 $12,935 - $13,672
-96 Reduced 4.24%
2,169 $308,000
Q1 2023

Apr 11, 2023

SELL
$132.13 - $144.96 $24,972 - $27,397
-189 Reduced 7.7%
2,265 $312,000
Q4 2022

Jan 23, 2023

BUY
$124.69 - $146.24 $498 - $584
4 Added 0.16%
2,454 $0
Q3 2022

Nov 14, 2022

BUY
$123.48 - $143.43 $370 - $430
3 Added 0.12%
2,450 $303,000
Q2 2022

Jul 19, 2022

BUY
$128.01 - $150.8 $256 - $301
2 Added 0.08%
2,447 $322,000
Q1 2022

May 10, 2022

BUY
$140.46 - $150.33 $11,236 - $12,026
80 Added 3.38%
2,445 $361,000
Q1 2021

May 03, 2021

SELL
$117.44 - $132.31 $16,441 - $18,523
-140 Reduced 5.59%
2,365 $310,000
Q3 2020

Oct 13, 2020

BUY
$98.37 - $109.49 $27,346 - $30,438
278 Added 12.48%
2,505 $262,000
Q2 2020

Aug 13, 2020

BUY
$85.23 - $110.16 $189,807 - $245,326
2,227 New
2,227 $222,000
Q1 2020

May 01, 2020

SELL
$76.76 - $121.42 $154,287 - $244,054
-2,010 Closed
0 $0
Q2 2019

Jul 31, 2019

BUY
N/A
2,010 New
2,010 $222,000
Q3 2017

Oct 24, 2017

SELL
N/A
-1,465 Closed
0 $0
Q2 2017

Sep 18, 2017

BUY
N/A
1,465
1,465 $143,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.