Navis Wealth Advisors, LLC Vanguard Value ETF Transaction History
Navis Wealth Advisors, LLC
- $129 Million
- Q3 2025
A detailed history of Navis Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 1,435 shares of VTV stock, worth $268,560. This represents 0.21% of its overall portfolio holdings.
Number of Shares
1,435
Previous 1,430
0.35%
Holding current value
$268,560
Previous $252,000
5.95%
% of portfolio
0.21%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,760Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio