Bwm Planning, LLC Vanguard Value ETF Transaction History

Bwm Planning, LLC

$225 Billion
Q3 2024

A detailed history of Bwm Planning, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,370 shares of VTV stock, worth $235,886. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,370

Holding current value

$235,886

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$159.75 - $174.57 $218,857 - $239,160	1,370 New	1,370 $239 Million

Others Institutions Holding VTV

# of Institutions

2,243

Shares Held

528M

Call Options Held

142K

Put Options Held

224K

Bank Of America Corp Charlotte, NC

115M
Shares

$19.8 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$8.78 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.02 Billion
0.37% of portfolio
International Assets Investment Management, LLC Orlando, FL

20.3M
Shares

$3.5 Billion
0.24% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.46 Billion
1.15% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bwm Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bwm Planning, LLC with notifications on news.

Account