Naviter Wealth, LLC Vanguard Value ETF Transaction History

Naviter Wealth, LLC

  • $710 Million
  • Q3 2024

A detailed history of Naviter Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Naviter Wealth, LLC holds 4,761 shares of VTV stock, worth $806,037. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,761
Previous 4,666 2.04%
Holding current value
$806,037
Previous $748,000 11.1%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Oct 16, 2024
BUY
$159.75 - $174.57 $15,176 - $16,584
95 Added 2.04%
4,761 $831,000
Q2 2024

Aug 01, 2024
BUY
$154.57 - $163.65 $54,872 - $58,095
355 Added 8.23%
4,666 $748,000
Q1 2024

Apr 18, 2024
SELL
$147.46 - $162.86 $7,078 - $7,817
-48 Reduced 1.1%
4,311 $702,000
Q4 2023

Feb 05, 2024
BUY
$131.82 - $149.95 $574,603 - $653,632
4,359 New
4,359 $651,000

Others Institutions Holding VTV

# of Institutions
2,294
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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