Carlsbad Wealth Advisory Group, Inc. Vanguard Value ETF Transaction History
Carlsbad Wealth Advisory Group, Inc.
- $155 Billion
- Q2 2023
A detailed history of Carlsbad Wealth Advisory Group, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Carlsbad Wealth Advisory Group, Inc. holds 3,533 shares of VTV stock, worth $661,200. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,533Holding current value
$661,200% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding VTV
# of Institutions
2,752Shares Held
586MCall Options Held
159KPut Options Held
34K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
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Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
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Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio