Sterling Group Wealth Management, LLC Vanguard Value ETF Transaction History

Sterling Group Wealth Management, LLC

  • $192 Million
  • Q4 2024

A detailed history of Sterling Group Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Sterling Group Wealth Management, LLC holds 23,245 shares of VTV stock, worth $4.14 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
23,245
Previous 24,965 6.89%
Holding current value
$4.14 Million
Previous $4.36 Million 9.71%
% of portfolio
2.05%
Previous 2.32%

Shares

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

Jan 17, 2025
SELL
$168.32 - $181.87 $289,510 - $312,816
-1,720 Reduced 6.89%
23,245 $3.94 Million
Q3 2024

Oct 07, 2024
SELL
$159.75 - $174.57 $649,383 - $709,627
-4,065 Reduced 14.0%
24,965 $4.36 Million
Q2 2024

Jul 15, 2024
BUY
$154.57 - $163.65 $4.49 Million - $4.75 Million
29,030 New
29,030 $4.66 Million
Q4 2023

Jan 12, 2024
SELL
$131.82 - $149.95 $207,352 - $235,871
-1,573 Reduced 2.29%
67,173 $10 Billion
Q3 2023

Oct 11, 2023
SELL
$137.93 - $147.18 $6.53 Million - $6.97 Million
-47,332 Reduced 40.78%
68,746 $9.48 Billion
Q2 2023

Jul 06, 2023
BUY
$134.74 - $142.42 $47,428 - $50,131
352 Added 0.3%
116,078 $16.5 Billion
Q1 2023

Apr 21, 2023
SELL
$132.13 - $144.96 $1.85 Million - $2.02 Million
-13,968 Reduced 10.77%
115,726 $16 Billion
Q4 2022

Feb 17, 2023
BUY
$124.69 - $146.24 $16.2 Million - $19 Million
129,694 New
129,694 $18.2 Billion

Others Institutions Holding VTV

# of Institutions
2,529
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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

Track Sterling Group Wealth Management, LLC Portfolio

Follow Sterling Group 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 Sterling Group Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email