W.G. Shaheen & Associates Dba Whitney & CO Vanguard Value ETF Transaction History
W.G. Shaheen & Associates Dba Whitney & CO
- $963 Million
- Q2 2025
A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Vanguard Value ETF stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 1,175 shares of VTV stock, worth $218,080. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,175
Previous 1,400
16.07%
Holding current value
$218,080
Previous $241,000
14.11%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,715Shares Held
569MCall Options Held
211KPut Options Held
60.3K-
Bank Of America Corp Charlotte, NC128MShares$23.8 Billion1.7% of portfolio
-
Jones Financial Companies Lllp54MShares$10 Billion6.9% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.06 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.06 Billion1.26% of portfolio
-
Ubs Group Ag13.8MShares$2.56 Billion0.44% of portfolio