Portside Wealth Group, LLC Vanguard Value ETF Transaction History

Portside Wealth Group, LLC

  • $726 Billion
  • Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Portside Wealth Group, LLC holds 1,381 shares of VTV stock, worth $258,454. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,381
Previous 1,381 -0.0%
Holding current value
$258,454
Previous $244 Million 5.52%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$153.67 - $176.74 $18,133 - $20,855
-118 Reduced 7.87%
1,381 $244 Million
Q1 2025

Apr 14, 2025
SELL
$167.73 - $179.21 $488,094 - $521,501
-2,910 Reduced 66.0%
1,499 $259 Million
Q1 2025

Apr 10, 2025
BUY
$167.73 - $179.21 $739,521 - $790,136
4,409 New
4,409 $746 Million
Q4 2023

Jan 16, 2024
BUY
$131.82 - $149.95 $397,173 - $451,799
3,013 Added 170.61%
4,779 $714 Million
Q3 2023

Oct 27, 2023
BUY
$137.93 - $147.18 $243,584 - $259,919
1,766 New
1,766 $245 Million
Q2 2023

Aug 01, 2023
BUY
$134.74 - $142.42 $285,244 - $301,503
2,117 New
2,117 $300,000

Others Institutions Holding VTV

# of Institutions
2,760
Shares Held
586M
Call Options Held
159K
Put Options Held
38.8K
View Full List

About VANGUARD VALUE ETF

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