Big Sur Wealth Management LLC Vanguard Value ETF Transaction History
Big Sur Wealth Management LLC
- $341 Million
- Q4 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 $281,888. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,600
Previous 1,600
-0.0%
Holding current value
$281,888
Previous $279,000
3.23%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,383Shares Held
521MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$20.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$9.19 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.12 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.49 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.29 Billion0.5% of portfolio