Golden State Wealth Management, LLC Vanguard Value ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 8,210 shares of VTV stock, worth $1.46 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,210
Previous 7,785 5.46%
Holding current value
$1.46 Million
Previous $1.15 Million 120666.2%
% of portfolio
0.21%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$168.32 - $181.87 $71,536 - $77,294
425 Added 5.46%
8,210 $1.39 Billion
Q1 2022

May 19, 2022
BUY
$140.46 - $150.33 $115,317 - $123,420
821 Added 11.79%
7,785 $1.15 Million
Q1 2022

May 16, 2022
SELL
$140.46 - $150.33 $203,105 - $217,377
-1,446 Reduced 17.19%
6,964 $915,000
Q4 2021

Feb 14, 2022
BUY
$136.43 - $147.24 $9,550 - $10,306
70 Added 0.84%
8,410 $1.24 Million
Q3 2021

Nov 15, 2021
BUY
$134.5 - $142.48 $122,260 - $129,514
909 Added 12.23%
8,340 $1.13 Million
Q2 2021

Aug 12, 2021
BUY
$132.12 - $141.17 $61,700 - $65,926
467 Added 6.71%
7,431 $1.02 Million
Q1 2021

May 14, 2021
SELL
$117.44 - $132.31 $58,720 - $66,155
-500 Reduced 6.7%
6,964 $915,000
Q4 2020

Jan 28, 2021
BUY
$101.75 - $119.15 $89,540 - $104,852
880 Added 13.37%
7,464 $888,000
Q3 2020

Nov 12, 2020
SELL
$98.37 - $109.49 $68,367 - $76,095
-695 Reduced 9.55%
6,584 $688,000
Q2 2020

Aug 13, 2020
BUY
$85.23 - $110.16 $620,389 - $801,854
7,279 New
7,279 $725,000
Q2 2020

Aug 11, 2020
SELL
$85.23 - $110.16 $1.09 Million - $1.4 Million
-12,748 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$76.76 - $121.42 $978,536 - $1.55 Million
12,748 New
12,748 $1.14 Million

Others Institutions Holding VTV

# of Institutions
2,407
Shares Held
532M
Call Options Held
250K
Put Options Held
265K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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