Liberty Wealth Management LLC Vanguard Large Cap ETF Transaction History
Liberty Wealth Management LLC
- $578 Million
- Q4 2024
A detailed history of Liberty Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,584 shares of VV stock, worth $991,011. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,584
Previous 3,571
0.36%
Holding current value
$991,011
Previous $940,000
2.77%
% of portfolio
0.17%
Previous 0.17%
Shares
23 transactions
Others Institutions Holding VV
# of Institutions
1,268Shares Held
104MCall Options Held
40KPut Options Held
41.2K-
Jones Financial Companies Lllp15.9MShares$4.4 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.52 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.81 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$953 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$852 Million0.07% of portfolio