Potentia Wealth Vanguard Russell 2000 Value Et Transaction History

Potentia Wealth

$225 Billion
Q4 2024

A detailed history of Potentia Wealth transactions in Vanguard Russell 2000 Value Et stock. As of the latest transaction made, Potentia Wealth holds 24,982 shares of VTWV stock, worth $3.64 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

24,982

Holding current value

$3.64 Million

% of portfolio

1.61%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$143.69 - $159.92 $3.59 Million - $4 Million	24,982 New	24,982 $3.61 Billion

Others Institutions Holding VTWV

# of Institutions

160

Shares Held

2.46M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

452K
Shares

$65.9 Million
0.01% of portfolio
Pathstone Holdings, LLC Englewood, NJ

157K
Shares

$22.9 Million
0.1% of portfolio
Morgan Stanley New York, NY

130K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

107K
Shares

$15.5 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

97.5K
Shares

$14.2 Million
0.0% of portfolio

View Full List

About VANGUARD RUSSELL 2000 VALUE ET

Ticker VTWV
Sector ETFs
Industry ETFs

More about VTWV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Potentia Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Potentia Wealth with notifications on news.

Account