Wingate Wealth Advisors, Inc. Vanguard Value ETF Transaction History
Wingate Wealth Advisors, Inc.
- $144 Billion
- Q3 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 8,443 shares of VTV stock, worth $1.59 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
8,443
Previous 8,420
0.27%
Holding current value
$1.59 Million
Previous $1.49 Billion
5.81%
% of portfolio
1.09%
Previous 1.33%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,694Shares 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