Wealth Management Strategies, Inc. Vanguard Value ETF Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 43,743 shares of VTV stock, worth $7.5 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
43,743
Previous 35,122
24.55%
Holding current value
$7.5 Million
Previous $5.95 Million
27.08%
% of portfolio
5.2%
Previous 4.62%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,605Shares Held
560MCall Options Held
182KPut Options Held
65.4K-
Bank Of America Corp Charlotte, NC124MShares$21.3 Billion1.77% of portfolio
-
Jones Financial Companies Lllp54.1MShares$9.27 Billion8.4% of portfolio
-
Morgan Stanley New York, NY32.1MShares$5.5 Billion0.41% of portfolio
-
Envestnet Asset Management Inc20.2MShares$3.46 Billion1.17% of portfolio
-
Ubs Group Ag13.4MShares$2.3 Billion0.44% of portfolio