Pine Harbor Wealth Management, LLC Vanguard Value ETF Transaction History
Pine Harbor Wealth Management, LLC
- $159 Billion
- Q1 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 12,449 shares of VTV stock, worth $2 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
12,449
Previous 14,647
15.01%
Holding current value
$2 Million
Previous $2.19 Billion
7.41%
% of portfolio
1.28%
Previous 1.67%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,150Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.88 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.15 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio