Wealth Plan Investment Management, LLC Vanguard Value ETF Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,769 shares of VTV stock, worth $315,182. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,769

Previous 1,759 0.57%

Holding current value

$315,182

Previous $297,000 2.69%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$167.73 - $179.21 $1,677 - $1,792	10 Added 0.57%	1,769 $305,000
Q3 2024 Nov 05, 2024	BUY	$159.75 - $174.57 $281,000 - $307,068	1,759 New	1,759 $307,000
Q4 2023 Jan 05, 2024	BUY	$131.82 - $149.95 $231,871 - $263,762	1,759 New	1,759 $262,000
Q3 2023 Nov 09, 2023	BUY	$137.93 - $147.18 $230,618 - $246,084	1,672 New	1,672 $230,000
Q4 2022 Feb 15, 2023	BUY	$124.69 - $146.24 $56,609 - $66,392	454 Added 6.25%	7,723 $1.08 Million
Q3 2022 Dec 12, 2022	BUY	$123.48 - $143.43 $29,758 - $34,566	241 Added 3.43%	7,269 $1.03 Million
Q1 2022 Sep 07, 2022	BUY	$140.46 - $150.33 $987,152 - $1.06 Million	7,028 New	7,028 $989,000

Others Institutions Holding VTV

# of Institutions

2,609

Shares Held

560M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Wealth Plan Investment Management, LLC Vanguard Value ETF Transaction History