Sax Wealth Advisors, LLC Vanguard Value ETF Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 31,108 shares of VTV stock, worth $5.54 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
31,108
Previous 36,825
15.52%
Holding current value
$5.54 Million
Previous $6.43 Million
18.08%
% of portfolio
0.42%
Previous 0.58%
Shares
18 transactions
Others Institutions Holding VTV
# of Institutions
2,529Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.4 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.59 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.5 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.58 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio