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
Others Institutions Holding VTV
# of Institutions
2,529Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.4 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.59 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.5 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.58 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio