Schwallier Wealth Management LLC Vanguard Value ETF Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 77,410 shares of VTV stock, worth $13.5 Million. This represents 9.97% of its overall portfolio holdings.

Number of Shares
77,410
Previous 78,797 1.76%
Holding current value
$13.5 Million
Previous $13.8 Billion 4.73%
% of portfolio
9.97%
Previous 9.84%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$168.32 - $181.87 $233,459 - $252,253
-1,387 Reduced 1.76%
77,410 $13.1 Billion
Q3 2024

Nov 07, 2024
BUY
$159.75 - $174.57 $747,789 - $817,162
4,681 Added 6.32%
78,797 $13.8 Billion
Q2 2024

Aug 13, 2024
SELL
$154.57 - $163.65 $6,801 - $7,200
-44 Reduced 0.06%
74,116 $11.9 Billion
Q1 2024

May 14, 2024
BUY
$147.46 - $162.86 $2.71 Million - $3 Million
18,404 Added 33.01%
74,160 $12.1 Billion
Q4 2023

Feb 14, 2024
BUY
$131.82 - $149.95 $7.35 Million - $8.36 Million
55,756 New
55,756 $8.34 Billion

Others Institutions Holding VTV

# of Institutions
2,606
Shares Held
560M
Call Options Held
182K
Put Options Held
65.4K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email