Plan A Wealth LLC Vanguard Value ETF Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Plan A Wealth LLC holds 1,633 shares of VTV stock, worth $303,084. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,633
Previous 1,669
2.16%
Holding current value
$303,084
Previous $295 Million
3.24%
% of portfolio
0.15%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,708Shares Held
568MCall Options Held
211KPut Options Held
60.3K-
Bank Of America Corp Charlotte, NC128MShares$23.8 Billion1.7% of portfolio
-
Jones Financial Companies Lllp54MShares$10 Billion6.9% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.06 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.06 Billion1.26% of portfolio
-
Ubs Group Ag13.8MShares$2.56 Billion0.44% of portfolio