Stone Point Wealth LLC Vanguard Value ETF Transaction History
Stone Point Wealth LLC
- $283 Million
- Q1 2024
A detailed history of Stone Point Wealth LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Stone Point Wealth LLC holds 89,634 shares of VTV stock, worth $14.4 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
89,634
Previous 86,527
3.59%
Holding current value
$14.4 Million
Previous $12.9 Million
12.85%
% of portfolio
5.15%
Previous 5.04%
Shares
10 transactions
Others Institutions Holding VTV
# of Institutions
2,155Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio