Shira Ridge Wealth Management Vanguard Value ETF Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Value ETF stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,673 shares of VTV stock, worth $646,190. This represents 0.3% of its overall portfolio holdings.

Number of Shares

3,673

Previous 3,695 0.6%

Holding current value

$646,190

Previous $645 Million 3.6%

% of portfolio

0.3%

Previous 0.33%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$168.32 - $181.87 $3,703 - $4,001	-22 Reduced 0.6%	3,673 $622 Million
Q3 2024 Oct 10, 2024	BUY	$159.75 - $174.57 $10,224 - $11,172	64 Added 1.76%	3,695 $645 Million
Q2 2024 Jul 11, 2024	SELL	$154.57 - $163.65 $35,705 - $37,803	-231 Reduced 5.98%	3,631 $582 Million
Q1 2024 Apr 18, 2024	BUY	$147.46 - $162.86 $41,436 - $45,763	281 Added 7.85%	3,862 $629 Million
Q4 2023 Jan 10, 2024	SELL	$131.82 - $149.95 $1,713 - $1,949	-13 Reduced 0.36%	3,581 $535 Million
Q3 2023 Oct 10, 2023	SELL	$137.93 - $147.18 $1,793 - $1,913	-13 Reduced 0.36%	3,594 $496 Million
Q2 2023 Jul 12, 2023	SELL	$134.74 - $142.42 $1,482 - $1,566	-11 Reduced 0.3%	3,607 $513 Million
Q1 2023 May 08, 2023	BUY	$132.13 - $144.96 $58,269 - $63,927	441 Added 13.88%	3,618 $500 Million
Q4 2022 Jan 12, 2023	BUY	$124.69 - $146.24 $396,140 - $464,604	3,177 New	3,177 $446 Million

Others Institutions Holding VTV

# of Institutions

2,355

Shares Held

520M

Call Options Held

248K

Put Options Held

265K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Shira Ridge Wealth Management Vanguard Value ETF Transaction History