Moulton Wealth Management, Inc Vanguard Value ETF Transaction History
Moulton Wealth Management, Inc
- $118 Million
- Q3 2024
A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 2,224 shares of VTV stock, worth $373,031. This represents 0.33% of its overall portfolio holdings.
Number of Shares
2,224Holding current value
$373,031% of portfolio
0.33%Shares
6 transactions
Others Institutions Holding VTV
# of Institutions
2,298Shares Held
516MCall Options Held
248KPut Options Held
266K-
Bank Of America Corp Charlotte, NC118MShares$19.8 Billion1.74% of portfolio
-
Jones Financial Companies Lllp52.2MShares$8.75 Billion9.35% of portfolio
-
Morgan Stanley New York, NY29.1MShares$4.87 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.8MShares$3.32 Billion1.14% of portfolio
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Ubs Group Ag13MShares$2.18 Billion0.5% of portfolio