Strategic Financial Concepts, LLC Vanguard Value ETF Transaction History
Strategic Financial Concepts, LLC
- $711 Billion
- Q2 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 19,879 shares of VTV stock, worth $3.74 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
19,879
Previous 19,346
2.76%
Holding current value
$3.74 Million
Previous $3.34 Billion
5.13%
% of portfolio
0.49%
Previous 0.63%
Shares
10 transactions
Others Institutions Holding VTV
# of Institutions
2,702Shares Held
565MCall Options Held
211KPut Options Held
60.3K-
Bank Of America Corp Charlotte, NC128MShares$24.1 Billion1.7% of portfolio
-
Jones Financial Companies Lllp52.3MShares$9.83 Billion7.05% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.14 Billion0.39% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.91 Billion1.13% of portfolio
-
Ubs Group Ag13.8MShares$2.59 Billion0.44% of portfolio