Philip James Wealth Mangement, LLC Vanguard Value ETF Transaction History
Philip James Wealth Mangement, LLC
- $814 Billion
- Q3 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 2,488 shares of VTV stock, worth $437,713. This represents 0.05% of its overall portfolio holdings.
Number of Shares
2,488
Previous 2,311
7.66%
Holding current value
$437,713
Previous $371 Million
17.15%
% of portfolio
0.05%
Previous 0.25%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,355Shares Held
520MCall Options Held
248KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.18 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.11 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.48 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.29 Billion0.5% of portfolio