Schwallier Wealth Management LLC Vanguard Value ETF Transaction History

Schwallier Wealth Management LLC

  • $124 Billion
  • Q1 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 74,160 shares of VTV stock, worth $11.9 Million. This represents 9.73% of its overall portfolio holdings.

Number of Shares
74,160
Previous 55,756 33.01%
Holding current value
$11.9 Million
Previous $8.34 Billion 44.89%
% of portfolio
9.73%
Previous 6.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,150
Shares Held
493M
Call Options Held
259K
Put Options Held
44.5K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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