Proactive Wealth Strategies LLC Vanguard Value ETF Transaction History
Proactive Wealth Strategies LLC
- $212 Million
- Q2 2025
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,568 shares of VTV stock, worth $294,752. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,568
Previous 1,651
5.03%
Holding current value
$294,752
Previous $285,000
2.81%
% of portfolio
0.13%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,694Shares Held
563MCall Options Held
211KPut Options Held
58.5K-
Bank Of America Corp Charlotte, NC128MShares$24.1 Billion1.7% of portfolio
-
Jones Financial Companies Lllp52.3MShares$9.83 Billion7.05% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.14 Billion0.39% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.91 Billion1.13% of portfolio
-
Ubs Group Ag13.8MShares$2.59 Billion0.44% of portfolio