Talisman Wealth Advisors LLC Vanguard Value ETF Transaction History
Talisman Wealth Advisors LLC
- $96.1 Million
- Q3 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,189 shares of VTV stock, worth $874,709. This represents 0.94% of its overall portfolio holdings.
Number of Shares
5,189
Previous 5,166
0.45%
Holding current value
$874,709
Previous $828,000
9.3%
% of portfolio
0.94%
Previous 0.96%
Shares
8 transactions
Others Institutions Holding VTV
# of Institutions
2,539Shares Held
543MCall Options Held
539KPut Options Held
93.6K-
Bank Of America Corp Charlotte, NC120MShares$20.3 Billion1.74% of portfolio
-
Jones Financial Companies Lllp53.9MShares$9.08 Billion8.7% of portfolio
-
Morgan Stanley New York, NY30.9MShares$5.2 Billion0.38% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.39 Billion1.13% of portfolio
-
Ubs Group Ag13.2MShares$2.23 Billion0.42% of portfolio