Sonoma Private Wealth LLC Vanguard Value ETF Transaction History
Sonoma Private Wealth LLC
- $61.6 Billion
- Q2 2024
A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 13,872 shares of VTV stock, worth $2.35 Million. This represents 3.61% of its overall portfolio holdings.
Number of Shares
13,872
Previous 14,288
2.91%
Holding current value
$2.35 Million
Previous $2.33 Billion
4.37%
% of portfolio
3.61%
Previous 3.74%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.5 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.65 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.95 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.41 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.12 Billion0.5% of portfolio