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 $8.22 Million. This represents 5.2% of its overall portfolio holdings.
Number of Shares
43,743
Previous 35,122
24.55%
Holding current value
$8.22 Million
Previous $5.95 Million
27.08%
% of portfolio
5.2%
Previous 4.62%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,684Shares Held
563MCall Options Held
211KPut Options Held
58.5K-
Bank Of America Corp Charlotte, NC128MShares$24.1 Billion1.7% of portfolio
-
Jones Financial Companies Lllp52.3MShares$9.83 Billion7.05% of portfolio
-
Morgan Stanley New York, NY32.7MShares$6.14 Billion0.39% of portfolio
-
Envestnet Asset Management Inc20.8MShares$3.91 Billion1.13% of portfolio
-
Ubs Group Ag13.8MShares$2.59 Billion0.44% of portfolio