Big Sur Wealth Management LLC Vanguard Value ETF Transaction History
Big Sur Wealth Management LLC
- $354 Million
- Q3 2024
A detailed history of Big Sur Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 1,600 shares of VTV stock, worth $275,488. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,600
Previous 300
433.33%
Holding current value
$275,488
Previous $48,000
481.25%
% of portfolio
0.08%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,246Shares Held
528MCall Options Held
142KPut Options Held
224K-
Bank Of America Corp Charlotte, NC115MShares$19.8 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.78 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.02 Billion0.37% of portfolio
-
International Assets Investment Management, LLC Orlando, FL20.3MShares$3.5 Billion0.24% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.46 Billion1.15% of portfolio