Stonebridge Financial Planning Group, LLC Vanguard Value ETF Transaction History
Stonebridge Financial Planning Group, LLC
- $181 Million
- Q1 2024
A detailed history of Stonebridge Financial Planning Group, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 3,440 shares of VTV stock, worth $557,589. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,440
Previous 3,320
3.61%
Holding current value
$557,589
Previous $496,000
12.9%
% of portfolio
0.31%
Previous 0.29%
Shares
8 transactions
Others Institutions Holding VTV
# of Institutions
2,158Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$18.1 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.97 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.69 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.19 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.03 Billion0.51% of portfolio