Trace Wealth Advisors, LLC Vanguard Value ETF Transaction History

Trace Wealth Advisors, LLC

$112 Billion
Q4 2024

A detailed history of Trace Wealth Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Trace Wealth Advisors, LLC holds 1,950 shares of VTV stock, worth $347,880. This represents 0.3% of its overall portfolio holdings.

Number of Shares

1,950

Holding current value

$347,880

% of portfolio

0.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$168.32 - $181.87 $328,224 - $354,646	1,950 New	1,950 $330 Million

Others Institutions Holding VTV

# of Institutions

2,518

Shares Held

542M

Call Options Held

539K

Put Options Held

93.6K

Bank Of America Corp Charlotte, NC

120M
Shares

$21.5 Billion
1.74% of portfolio
Jones Financial Companies Lllp

53.9M
Shares

$9.61 Billion
8.7% of portfolio
Morgan Stanley New York, NY

30.9M
Shares

$5.51 Billion
0.38% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.59 Billion
1.13% of portfolio
Ubs Group Ag

13.2M
Shares

$2.36 Billion
0.42% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Trace Wealth Advisors, LLC Vanguard Value ETF Transaction History