Balanced Rock Investment Advisor Vanguard Value ETF Transaction History
Balanced Rock Investment Advisor
- $128 Billion
- Q3 2024
A detailed history of Balanced Rock Investment Advisor transactions in Vanguard Value ETF stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 2,659 shares of VTV stock, worth $445,994. This represents 0.36% of its overall portfolio holdings.
Number of Shares
2,659
Previous 2,711
1.92%
Holding current value
$445,994
Previous $435 Million
6.76%
% of portfolio
0.36%
Previous 0.37%
Shares
4 transactions
Others Institutions Holding VTV
# of Institutions
2,298Shares Held
516MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$19.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.75 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.87 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.32 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.18 Billion0.5% of portfolio