Lutz Financial Services LLC Vanguard Large Cap ETF Transaction History

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024

A detailed history of Lutz Financial Services LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Lutz Financial Services LLC holds 3,591 shares of VV stock, worth $995,856. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,591
Previous 3,791 5.28%
Holding current value
$995,856
Previous $998,000 3.01%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$260.27 - $280.65 $52,054 - $56,129
-200 Reduced 5.28%
3,591 $968,000
Q4 2023

Feb 07, 2024
BUY
$188.0 - $219.17 $512,112 - $597,019
2,724 Added 255.3%
3,791 $827,000
Q2 2023

Aug 07, 2023
BUY
$184.38 - $202.72 $196,733 - $216,302
1,067 New
1,067 $216,000
Q2 2022

Jul 20, 2022
SELL
$167.29 - $210.78 $177,996 - $224,269
-1,064 Closed
0 $0
Q3 2021

Oct 27, 2021
SELL
$199.12 - $212.29 $4,778 - $5,094
-24 Reduced 2.21%
1,064 $214,000
Q1 2021

Apr 27, 2021
BUY
$173.39 - $186.2 $188,648 - $202,585
1,088 New
1,088 $202,000
Q1 2020

Apr 27, 2020
SELL
$102.61 - $156.13 $265,041 - $403,283
-2,583 Closed
0 $0
Q4 2019

Feb 03, 2020
BUY
$132.26 - $148.31 $132 - $148
1 Added 0.04%
2,583 $382,000
Q3 2019

Oct 31, 2019
BUY
$135.59 - $138.25 $7,999 - $8,156
59 Added 2.34%
2,582 $352,000
Q2 2019

Aug 13, 2019
BUY
N/A
1 Added 0.04%
2,523 $340,000
Q1 2019

May 06, 2019
BUY
N/A
2,522 New
2,522 $327,000

Others Institutions Holding VV

# of Institutions
1,228
Shares Held
105M
Call Options Held
29.3K
Put Options Held
25.9K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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