A detailed history of Optimum Investment Advisors transactions in Vanguard Value ETF stock. As of the latest transaction made, Optimum Investment Advisors holds 325 shares of VTV stock, worth $55,467. This represents 0.02% of its overall portfolio holdings.

Number of Shares
325
Previous 173 87.86%
Holding current value
$55,467
Previous $27,000 107.41%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 16, 2024

BUY
$159.75 - $174.57 $24,282 - $26,534
152 Added 87.86%
325 $56,000
Q2 2024

Jul 12, 2024

BUY
$154.57 - $163.65 $26,740 - $28,311
173 New
173 $27,000
Q1 2020

Apr 21, 2020

SELL
$76.76 - $121.42 $3,914 - $6,192
-51 Closed
0 $0
Q4 2019

Jan 22, 2020

SELL
$107.9 - $120.77 $29,780 - $33,332
-276 Reduced 84.4%
51 $6,000
Q3 2019

Oct 17, 2019

BUY
$111.23 - $113.16 $4,449 - $4,526
40 Added 13.94%
327 $37,000
Q2 2019

Jul 29, 2019

SELL
N/A
-168 Reduced 36.92%
287 $32,000
Q4 2018

Feb 04, 2019

BUY
N/A
165 Added 56.9%
455 $45,000
Q3 2018

Oct 05, 2018

BUY
N/A
290 New
290 $32,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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