Holistic Planning, LLC Vanguard Value ETF Transaction History

Holistic Planning, LLC

  • $276 Billion
  • Q4 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Holistic Planning, LLC holds 37,060 shares of VTV stock, worth $6.47 Million. This represents 2.27% of its overall portfolio holdings.

Number of Shares
37,060
Previous 39,549 6.29%
Holding current value
$6.47 Million
Previous $6.9 Billion 9.12%
% of portfolio
2.27%
Previous 2.92%

Shares

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

Jan 24, 2025
SELL
$168.32 - $181.87 $418,948 - $452,674
-2,489 Reduced 6.29%
37,060 $6.27 Billion
Q3 2024

Nov 01, 2024
SELL
$159.75 - $174.57 $516,631 - $564,559
-3,234 Reduced 7.56%
39,549 $6.9 Billion
Q2 2024

Jul 22, 2024
SELL
$154.57 - $163.65 $140,813 - $149,085
-911 Reduced 2.08%
42,783 $6.97 Billion
Q1 2024

May 01, 2024
SELL
$147.46 - $162.86 $633,930 - $700,135
-4,299 Reduced 8.96%
43,694 $7.12 Billion
Q4 2023

Feb 14, 2024
BUY
$131.82 - $149.95 $6.33 Million - $7.2 Million
47,993 New
47,993 $7.17 Billion

Others Institutions Holding VTV

# of Institutions
2,536
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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