Philip James Wealth Mangement, LLC Vanguard Value ETF Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 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 2,311 shares of VTV stock, worth $385,151. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,311
Previous 2,311
-0.0%
Holding current value
$385,151
Previous $376 Million
1.5%
% of portfolio
0.25%
Previous 0.27%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,167Shares Held
493MCall Options Held
259KPut Options Held
37.4K-
Bank Of America Corp Charlotte, NC112MShares$18.6 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$8.19 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.82 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.28 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.08 Billion0.51% of portfolio