Schwallier Wealth Management LLC Vanguard Value ETF Transaction History

Schwallier Wealth Management LLC

$160 Billion
Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 111,521 shares of VTV stock, worth $20.9 Million. This represents 12.98% of its overall portfolio holdings.

Number of Shares

111,521

Previous 118,106 5.58%

Holding current value

$20.9 Million

Previous $20.9 Billion 0.37%

% of portfolio

12.98%

Previous 12.76%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$175.51 - $186.57 $1.16 Million - $1.23 Million	-6,585 Reduced 5.58%	111,521 $20.8 Billion
Q2 2025 Aug 14, 2025	BUY	$153.67 - $176.74 $2.76 Million - $3.18 Million	17,966 Added 17.94%	118,106 $20.9 Billion
Q1 2025 Aug 14, 2025	BUY	$167.73 - $179.21 $3.81 Million - $4.07 Million	22,730 Added 29.36%	100,140 $17.3 Billion
Q4 2024 Feb 14, 2025	SELL	$168.32 - $181.87 $233,459 - $252,253	-1,387 Reduced 1.76%	77,410 $13.1 Billion
Q3 2024 Nov 07, 2024	BUY	$159.75 - $174.57 $747,789 - $817,162	4,681 Added 6.32%	78,797 $13.8 Billion

Q2 2024 Aug 13, 2024	SELL	$154.57 - $163.65 $6,801 - $7,200	-44 Reduced 0.06%	74,116 $11.9 Billion
Q1 2024 May 14, 2024	BUY	$147.46 - $162.86 $2.71 Million - $3 Million	18,404 Added 33.01%	74,160 $12.1 Billion
Q4 2023 Feb 14, 2024	BUY	$131.82 - $149.95 $7.35 Million - $8.36 Million	55,756 New	55,756 $8.34 Billion

Others Institutions Holding VTV

# of Institutions

2,752

Shares Held

586M

Call Options Held

159K

Put Options Held

34K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Schwallier Wealth Management LLC Vanguard Value ETF Transaction History