Family Wealth Partners, LLC Vanguard Value ETF Transaction History

Family Wealth Partners, LLC

  • $195 Billion
  • Q3 2024

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 29,711 shares of VTV stock, worth $5.07 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares
29,711
Previous 29,858 0.49%
Holding current value
$5.07 Million
Previous $4.79 Billion 8.29%
% of portfolio
2.65%
Previous 2.49%

Shares

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

Oct 09, 2024
SELL
$159.75 - $174.57 $23,483 - $25,661
-147 Reduced 0.49%
29,711 $5.19 Billion
Q2 2024

Jul 10, 2024
BUY
$154.57 - $163.65 $446,707 - $472,948
2,890 Added 10.72%
29,858 $4.79 Billion
Q1 2024

Apr 16, 2024
SELL
$147.46 - $162.86 $492,221 - $543,626
-3,338 Reduced 11.01%
26,968 $4.39 Billion
Q4 2023

Mar 20, 2024
BUY
$131.82 - $149.95 $3.99 Million - $4.54 Million
30,306 New
30,306 $4.53 Billion

Others Institutions Holding VTV

# of Institutions
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Family Wealth Partners, LLC Portfolio

Follow Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email