Wealthspan Partners, LLC Vanguard Value ETF Transaction History
Wealthspan Partners, LLC
- $198 Million
- Q3 2024
A detailed history of Wealthspan Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wealthspan Partners, LLC holds 127,900 shares of VTV stock, worth $21.9 Million. This represents 11.29% of its overall portfolio holdings.
Number of Shares
127,900
Previous 122,124
4.73%
Holding current value
$21.9 Million
Previous $19.6 Million
13.98%
% of portfolio
11.29%
Previous 10.97%
Shares
12 transactions
Others Institutions Holding VTV
# of Institutions
2,293Shares Held
536MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$20.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.94 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.98 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.48 Billion0.24% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.39 Billion1.14% of portfolio