New Wave Wealth Advisors LLC Vanguard Value ETF Transaction History
New Wave Wealth Advisors LLC
- $235 Billion
- Q2 2025
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 13,322 shares of VTV stock, worth $2.37 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
13,322
Previous 12,916
3.14%
Holding current value
$2.37 Million
Previous $2.23 Billion
5.53%
% of portfolio
1.0%
Previous 1.0%
Shares
5 transactions
Others Institutions Holding VTV
# of Institutions
2,646Shares Held
564MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22.1 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.63 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.72 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.7 Billion1.13% of portfolio
-
Ubs Group Ag13.4MShares$2.39 Billion0.44% of portfolio