Walled Lake Planning & Wealth Management, LLC Vanguard Value ETF Transaction History

Walled Lake Planning & Wealth Management, LLC

$226 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$136.43 - $147.24 $409 - $441	-3 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$117.44 - $132.31 $352 - $396	3 New	3 $0

Others Institutions Holding VTV

# of Institutions

2,243

Shares Held

528M

Call Options Held

142K

Put Options Held

224K

Bank Of America Corp Charlotte, NC

115M
Shares

$19.8 Billion
1.65% of portfolio
Jones Financial Companies Lllp

51M
Shares

$8.78 Billion
9.46% of portfolio
Morgan Stanley New York, NY

29.2M
Shares

$5.02 Billion
0.37% of portfolio
International Assets Investment Management, LLC Orlando, FL

20.3M
Shares

$3.5 Billion
0.24% of portfolio
Envestnet Asset Management Inc

20.1M
Shares

$3.46 Billion
1.15% of portfolio

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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