Wr Wealth Planners, LLC Vanguard Value ETF Transaction History

Wr Wealth Planners, LLC

$347 Million
Q3 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 1,435 shares of VTV stock, worth $248,685. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,435

Previous 1,458 1.58%

Holding current value

$248,685

Previous $233,000 7.3%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$159.75 - $174.57 $3,674 - $4,015	-23 Reduced 1.58%	1,435 $250,000
Q2 2024 Jul 31, 2024	SELL	$154.57 - $163.65 $22,876 - $24,220	-148 Reduced 9.22%	1,458 $233,000
Q1 2024 Jul 31, 2024	SELL	$147.46 - $162.86 $2,949 - $3,257	-20 Reduced 1.23%	1,606 $261,000
Q4 2023 Jul 30, 2024	BUY	$131.82 - $149.95 $214,339 - $243,818	1,626 New	1,626 $243,000
Q3 2023 Aug 01, 2024	BUY	$137.93 - $147.18 $33,792 - $36,059	245 Added 20.03%	1,468 $202 Million
Q2 2023 Aug 01, 2024	SELL	$134.74 - $142.42 $31,663 - $33,468	-235 Reduced 16.12%	1,223 $174 Million
Q1 2023 Aug 01, 2024	SELL	$132.13 - $144.96 $156,177 - $171,342	-1,182 Reduced 81.07%	276 $38.1 Million
Q4 2022 Oct 10, 2024	BUY	$124.69 - $146.24 $12,718 - $14,916	102 Added 283.33%	138 $19.4 Million
Q3 2022 Oct 10, 2024	SELL	$123.48 - $143.43 $175,588 - $203,957	-1,422 Reduced 97.53%	36 $4.45 Million
Q2 2022 Oct 17, 2024	BUY	$128.01 - $150.8 $4,352 - $5,127	34 Added 94.44%	70 $9.23 Million
Q1 2022 Oct 17, 2024	SELL	$140.46 - $150.33 $196,503 - $210,311	-1,399 Reduced 97.49%	36 $5.32 Million

Others Institutions Holding VTV

# of Institutions

2,234

Shares Held

528M

Call Options Held

142K

Put Options Held

224K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Wr Wealth Planners, LLC Vanguard Value ETF Transaction History