Talisman Wealth Advisors LLC Vanguard Value ETF Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,166 shares of VTV stock, worth $864,891. This represents 0.96% of its overall portfolio holdings.
Number of Shares
5,166
Previous 5,074
1.81%
Holding current value
$864,891
Previous $826,000
0.24%
% of portfolio
0.96%
Previous 1.04%
Shares
7 transactions
Others Institutions Holding VTV
# of Institutions
2,181Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$19.3 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.54 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$4.88 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.36 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.09 Billion0.5% of portfolio