Wiser Advisor Group LLC Vanguard Value ETF Transaction History

Wiser Advisor Group LLC

$67.7 Billion
Q1 2025

A detailed history of Wiser Advisor Group LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wiser Advisor Group LLC holds 11,791 shares of VTV stock, worth $2.02 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

11,791

Previous 11,814 0.19%

Holding current value

$2.02 Million

Previous $2 Billion 1.83%

% of portfolio

3.01%

Previous 2.91%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$167.73 - $179.21 $3,857 - $4,121	-23 Reduced 0.19%	11,791 $2.04 Billion
Q4 2024 Feb 05, 2025	SELL	$168.32 - $181.87 $47,634 - $51,469	-283 Reduced 2.34%	11,814 $2 Billion
Q3 2024 Nov 13, 2024	SELL	$159.75 - $174.57 $27,956 - $30,549	-175 Reduced 1.43%	12,097 $2.11 Billion
Q2 2024 Aug 14, 2024	SELL	$154.57 - $163.65 $34,623 - $36,657	-224 Reduced 1.79%	12,272 $1.97 Billion
Q1 2024 May 15, 2024	SELL	$147.46 - $162.86 $53,970 - $59,606	-366 Reduced 2.85%	12,496 $2.04 Billion
Q4 2023 Feb 12, 2024	BUY	$131.82 - $149.95 $1.7 Million - $1.93 Million	12,862 New	12,862 $1.92 Billion

Others Institutions Holding VTV

# of Institutions

2,604

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wiser Advisor Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wiser Advisor Group LLC with notifications on news.

Account

Wiser Advisor Group LLC Vanguard Value ETF Transaction History