Ledge Wealth Management, Inc. Vanguard Value ETF Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 202,188 shares of VTV stock, worth $34.6 Million. This represents 11.75% of its overall portfolio holdings.

Number of Shares

202,188

Previous 199,410 1.39%

Holding current value

$34.6 Million

Previous $27.5 Million 9.9%

% of portfolio

11.75%

Previous 12.35%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$131.82 - $149.95 $366,195 - $416,561	2,778 Added 1.39%	202,188 $30.2 Million
Q3 2023 Oct 23, 2023	BUY	$137.93 - $147.18 $851,717 - $908,836	6,175 Added 3.2%	199,410 $27.5 Million
Q2 2023 Jul 11, 2023	BUY	$134.74 - $142.42 $192,812 - $203,803	1,431 Added 0.75%	193,235 $27.5 Million
Q1 2023 Apr 14, 2023	BUY	$132.13 - $144.96 $8.55 Million - $9.38 Million	64,733 Added 50.94%	191,804 $26.5 Million
Q4 2022 Feb 02, 2023	BUY	$124.69 - $146.24 $956,746 - $1.12 Million	7,673 Added 6.43%	127,071 $17.8 Million
Q3 2022 Oct 18, 2022	BUY	$123.48 - $143.43 $880,782 - $1.02 Million	7,133 Added 6.35%	119,398 $14.7 Million
Q2 2022 Jul 20, 2022	BUY	$128.01 - $150.8 $1.19 Million - $1.4 Million	9,287 Added 9.02%	112,265 $14.8 Million
Q1 2022 May 10, 2022	BUY	$140.46 - $150.33 $14.5 Million - $15.5 Million	102,978 New	102,978 $15.2 Million

Others Institutions Holding VTV

# of Institutions

2,540

Shares Held

543M

Call Options Held

539K

Put Options Held

93.6K

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 Ledge Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ledge Wealth Management, Inc. with notifications on news.

Account

Ledge Wealth Management, Inc. Vanguard Value ETF Transaction History