Bwm Planning, LLC Vanguard Value ETF Transaction History
Bwm Planning, LLC
- $230 Billion
- Q4 2024
A detailed history of Bwm Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,403 shares of VTV stock, worth $249,144. This represents 0.1% of its overall portfolio holdings.
Number of Shares
1,403
Previous 1,370
2.41%
Holding current value
$249,144
Previous $239 Million
0.67%
% of portfolio
0.1%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,395Shares Held
521MCall Options Held
250KPut Options Held
265K-
Bank Of America Corp Charlotte, NC118MShares$21 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.56 Billion8.7% of portfolio
-
Morgan Stanley New York, NY29.1MShares$5.16 Billion0.37% of portfolio
-
Envestnet Asset Management Inc19.8MShares$3.52 Billion1.14% of portfolio
-
Ubs Group Ag13MShares$2.31 Billion0.5% of portfolio