Towerpoint Wealth, LLC Vanguard Value ETF Transaction History
Towerpoint Wealth, LLC
- $201 Million
- Q4 2024
A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 141,687 shares of VTV stock, worth $24.7 Million. This represents 11.94% of its overall portfolio holdings.
Number of Shares
141,687
Previous 143,622
1.35%
Holding current value
$24.7 Million
Previous $25.1 Million
4.33%
% of portfolio
11.94%
Previous 11.99%
Shares
29 transactions
Others Institutions Holding VTV
# of Institutions
2,530Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.39 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.38 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.31 Billion0.42% of portfolio