Shira Ridge Wealth Management Vanguard Value ETF Transaction History
Shira Ridge Wealth Management
- $204 Billion
- Q4 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Value ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,673 shares of VTV stock, worth $651,480. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,673
Previous 3,695
0.6%
Holding current value
$651,480
Previous $645 Million
3.6%
% of portfolio
0.3%
Previous 0.33%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,503Shares Held
541MCall Options Held
251KPut Options Held
79.7K-
Bank Of America Corp Charlotte, NC120MShares$21.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.55 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.48 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.57 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.35 Billion0.42% of portfolio