Wescott Financial Advisory Group, LLC Vanguard Value ETF Transaction History
Wescott Financial Advisory Group, LLC
- $862 Million
- Q4 2024
A detailed history of Wescott Financial Advisory Group, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 27,877 shares of VTV stock, worth $4.86 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
27,877
Previous 27,902
0.09%
Holding current value
$4.86 Million
Previous $4.87 Million
3.1%
% of portfolio
0.55%
Previous 0.59%
Shares
12 transactions
Others Institutions Holding VTV
# of Institutions
2,530Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.39 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.38 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.51 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.31 Billion0.42% of portfolio