Proactive Wealth Strategies LLC Vanguard Value ETF Transaction History
Proactive Wealth Strategies LLC
- $192 Million
- Q4 2024
A detailed history of Proactive Wealth Strategies LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Proactive Wealth Strategies LLC holds 1,541 shares of VTV stock, worth $271,647. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,541
Previous 1,389
10.94%
Holding current value
$271,647
Previous $243,000
7.41%
% of portfolio
0.14%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,525Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$21.2 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.49 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.44 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.54 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.33 Billion0.42% of portfolio