Carlsbad Wealth Advisory Group, Inc. Vanguard Value ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,533 shares of VTV stock, worth $612,268. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,533Holding current value
$612,268% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,235Shares Held
528MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.84 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.06 Billion0.37% of portfolio
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International Assets Investment Management, LLC Orlando, FL20.3MShares$3.52 Billion0.24% of portfolio
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Envestnet Asset Management Inc20.1MShares$3.48 Billion1.15% of portfolio