Perfromance Wealth Partners, LLC Vanguard Value ETF Transaction History
Perfromance Wealth Partners, LLC
- $2.71 Billion
- Q2 2024
A detailed history of Perfromance Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Perfromance Wealth Partners, LLC holds 19,692 shares of VTV stock, worth $3.34 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
19,692
Previous 160,788
87.75%
Holding current value
$3.34 Million
Previous $26.2 Million
87.94%
% of portfolio
0.12%
Previous 1.1%
Shares
11 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio