West Financial Advisors, LLC Vanguard Value ETF Transaction History

West Financial Advisors, LLC

$525 Million
Q1 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,593 shares of VTV stock, worth $265,202. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,593

Previous 1,589 0.25%

Holding current value

$265,202

Previous $269,000 1.12%

% of portfolio

0.05%

Previous 0.05%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$167.73 - $179.21 $670 - $716	4 Added 0.25%	1,593 $272,000
Q4 2024 Jan 14, 2025	BUY	$168.32 - $181.87 $841 - $909	5 Added 0.32%	1,589 $269,000
Q3 2024 Oct 08, 2024	BUY	$159.75 - $174.57 $639 - $698	4 Added 0.25%	1,584 $276,000
Q2 2024 Jul 15, 2024	BUY	$154.57 - $163.65 $59,973 - $63,496	388 Added 32.55%	1,580 $253,000
Q1 2024 Apr 11, 2024	BUY	$147.46 - $162.86 $1,032 - $1,140	7 Added 0.59%	1,192 $194,000
Q4 2023 Jan 11, 2024	BUY	$131.82 - $149.95 $1,186 - $1,349	9 Added 0.77%	1,185 $177,000
Q3 2023 Oct 10, 2023	BUY	$137.93 - $147.18 $7,724 - $8,242	56 Added 5.0%	1,176 $162,000
Q2 2023 Jul 07, 2023	BUY	$134.74 - $142.42 $22,771 - $24,068	169 Added 17.77%	1,120 $159,000
Q1 2023 Apr 18, 2023	SELL	$132.13 - $144.96 $55,626 - $61,028	-421 Reduced 30.69%	951 $131,000
Q4 2022 Jan 10, 2023	BUY	$124.69 - $146.24 $52,743 - $61,859	423 Added 44.57%	1,372 $0
Q2 2022 Jul 14, 2022	SELL	$128.01 - $150.8 $136,458 - $160,752	-1,066 Reduced 52.9%	949 $125,000
Q1 2022 Apr 18, 2022	SELL	$140.46 - $150.33 $7.38 Million - $7.9 Million	-52,520 Reduced 96.31%	2,015 $298,000
Q4 2021 Jan 19, 2022	SELL	$136.43 - $147.24 $841,909 - $908,618	-6,171 Reduced 10.17%	54,535 $8.02 Million
Q3 2021 Oct 13, 2021	BUY	$134.5 - $142.48 $387,763 - $410,769	2,883 Added 4.99%	60,706 $8.22 Million
Q2 2021 Jul 27, 2021	BUY	$132.12 - $141.17 $7.53 Million - $8.05 Million	57,017 Added 7074.07%	57,823 $7.95 Million
Q1 2021 Apr 20, 2021	BUY	$117.44 - $132.31 $2,936 - $3,307	25 Added 3.2%	806 $106,000
Q4 2020 Feb 02, 2021	BUY	$101.75 - $119.15 $79,466 - $93,056	781 New	781 $78 Million

Others Institutions Holding VTV

# of Institutions

2,597

Shares Held

558M

Call Options Held

182K

Put Options Held

65.4K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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West Financial Advisors, LLC Vanguard Value ETF Transaction History