Strategic Family Wealth Counselors, L.L.C. Vanguard Value ETF Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $293 Million
- Q4 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Value ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 38,158 shares of VTV stock, worth $6.73 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
38,158
Previous 34,760
9.78%
Holding current value
$6.73 Million
Previous $6.07 Million
6.46%
% of portfolio
2.21%
Previous 2.16%
Shares
25 transactions
Others Institutions Holding VTV
# of Institutions
2,519Shares Held
542MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.5 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.55 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.33 Billion0.42% of portfolio