Trace Wealth Advisors, LLC Vanguard Value ETF Transaction History
Trace Wealth Advisors, LLC
- $112 Billion
- Q1 2025
A detailed history of Trace Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 1,950 shares of VTV stock, worth $345,208. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,950
Previous 1,950
-0.0%
Holding current value
$345,208
Previous $330 Million
2.03%
% of portfolio
0.3%
Previous 0.3%
Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,640Shares Held
563MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$22 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.57 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.69 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.68 Billion1.13% of portfolio
-
Ubs Group Ag13.4MShares$2.38 Billion0.44% of portfolio