Wealth Plan Investment Management, LLC Vanguard Value ETF Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,759 shares of VTV stock, worth $311,993. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,759
Previous 1,759 -0.0%
Holding current value
$311,993
Previous $307,000 3.26%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024
BUY
$159.75 - $174.57 $281,000 - $307,068
1,759 New
1,759 $307,000
Q4 2023

Jan 05, 2024
BUY
$131.82 - $149.95 $231,871 - $263,762
1,759 New
1,759 $262,000
Q3 2023

Nov 09, 2023
BUY
$137.93 - $147.18 $230,618 - $246,084
1,672 New
1,672 $230,000
Q4 2022

Feb 15, 2023
BUY
$124.69 - $146.24 $56,609 - $66,392
454 Added 6.25%
7,723 $1.08 Million
Q3 2022

Dec 12, 2022
BUY
$123.48 - $143.43 $29,758 - $34,566
241 Added 3.43%
7,269 $1.03 Million
Q1 2022

Sep 07, 2022
BUY
$140.46 - $150.33 $987,152 - $1.06 Million
7,028 New
7,028 $989,000

Others Institutions Holding VTV

# of Institutions
2,514
Shares Held
543M
Call Options Held
539K
Put Options Held
93.6K
View Full List

About VANGUARD VALUE ETF

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