Perissos Private Wealth Management, LLC Vanguard Value ETF Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,023 shares of VTV stock, worth $336,789. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,023
Previous 1,523 32.83%
Holding current value
$336,789
Previous $258 Million 35.52%
% of portfolio
0.32%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$167.73 - $179.21 $83,865 - $89,605
500 Added 32.83%
2,023 $350 Million
Q4 2024

Jan 29, 2025
BUY
$168.32 - $181.87 $336 - $363
2 Added 0.13%
1,523 $258 Million
Q3 2024

Nov 12, 2024
BUY
$159.75 - $174.57 $958 - $1,047
6 Added 0.4%
1,521 $265 Million
Q2 2024

Aug 09, 2024
BUY
$154.57 - $163.65 $234,173 - $247,929
1,515 New
1,515 $243 Million

Others Institutions Holding VTV

# of Institutions
2,581
Shares Held
544M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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