Ima Wealth, Inc. Vanguard Large Cap ETF Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Ima Wealth, Inc. holds 167,405 shares of VV stock, worth $45.8 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

167,405

Holding current value

$45.8 Million

% of portfolio

5.44%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$260.27 - $280.65 $43.6 Million - $47 Million	167,405 New	167,405 $45.1 Million

Others Institutions Holding VV

# of Institutions

1,272

Shares Held

104M

Call Options Held

40K

Put Options Held

41.2K

Jones Financial Companies Lllp

15.9M
Shares

$4.36 Billion
4.1% of portfolio
Creative Planning Overland Park, KS

12.7M
Shares

$3.48 Billion
3.35% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.12% of portfolio
Vanguard Group Inc Valley Forge, PA

3.45M
Shares

$943 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$843 Million
0.07% of portfolio

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About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

More about VV

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