A detailed history of Grand Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Grand Wealth Management, LLC holds 533 shares of VTV stock, worth $89,400. This represents 0.05% of its overall portfolio holdings.

Number of Shares
533
Previous 533 -0.0%
Holding current value
$89,400
Previous $85,000 9.41%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

SELL
$131.82 - $149.95 $1,713 - $1,949
-13 Reduced 2.38%
533 $79,000
Q3 2023

Nov 09, 2023

BUY
$137.93 - $147.18 $65,516 - $69,910
475 Added 669.01%
546 $75,000
Q2 2023

Aug 14, 2023

BUY
$134.74 - $142.42 $9,566 - $10,111
71 New
71 $10,000
Q4 2021

Aug 25, 2022

BUY
$136.43 - $147.24 $27,831 - $30,036
204 New
204 $30,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Grand Wealth Management, LLC Portfolio

Follow Grand Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Grand Wealth Management, LLC with notifications on news.