Waterford Advisors, LLC Vanguard Value ETF Transaction History
Waterford Advisors, LLC
- $399 Million
- Q4 2024
A detailed history of Waterford Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Waterford Advisors, LLC holds 135,279 shares of VTV stock, worth $24.1 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
135,279
Previous 130,592
3.59%
Holding current value
$24.1 Million
Previous $22.8 Million
0.46%
% of portfolio
5.74%
Previous 11.63%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,529Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.4 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.59 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.5 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.58 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.36 Billion0.42% of portfolio