Peak Retirement Planning, Inc. Vanguard Value ETF Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 28,296 shares of VTV stock, worth $5.3 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
28,296
Previous 25,804
9.66%
Holding current value
$5.3 Million
Previous $4.56 Billion
15.71%
% of portfolio
1.49%
Previous 1.84%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,752Shares Held
586MCall Options Held
159KPut Options Held
34K-
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