Portus Wealth Advisors, LLC Vanguard Value ETF Transaction History
Portus Wealth Advisors, LLC
- $106 Billion
- Q4 2025
A detailed history of Portus Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 18,544 shares of VTV stock, worth $3.47 Million. This represents 3.34% of its overall portfolio holdings.
Number of Shares
18,544
Previous 17,911
3.53%
Holding current value
$3.47 Million
Previous $3.34 Billion
6.03%
% of portfolio
3.34%
Previous 3.33%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,794Shares Held
589MCall Options Held
159KPut Options Held
37K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio