Ulrich Consultants & Investment Group, LLC Vanguard Value ETF Transaction History
Ulrich Consultants & Investment Group, LLC
- $41.4 Million
- Q2 2023
A detailed history of Ulrich Consultants & Investment Group, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Ulrich Consultants & Investment Group, LLC holds 7,091 shares of VTV stock, worth $1.14 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
7,091
Previous 7,091
-0.0%
Holding current value
$1.14 Million
Previous $979,000
2.86%
% of portfolio
2.43%
Previous 2.05%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,154Shares Held
493MCall Options Held
259KPut Options Held
44.5K-
Bank Of America Corp Charlotte, NC112MShares$17.9 Billion1.72% of portfolio
-
Jones Financial Companies Lllp49.1MShares$7.89 Billion10.91% of portfolio
-
Morgan Stanley New York, NY28.9MShares$4.64 Billion0.38% of portfolio
-
Envestnet Asset Management Inc19.7MShares$3.16 Billion1.22% of portfolio
-
Ubs Group Ag12.5MShares$2.01 Billion0.51% of portfolio