A detailed history of Wealth Management Resources, Inc. transactions in Vanguard Value ETF stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 7,582 shares of VTV stock, worth $1.3 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,582
Previous 6,394 18.58%
Holding current value
$1.3 Million
Previous $1.03 Million 29.07%
% of portfolio
0.53%
Previous 0.44%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

BUY
$159.75 - $174.57 $189,783 - $207,389
1,188 Added 18.58%
7,582 $1.32 Million
Q2 2024

Jul 17, 2024

BUY
$154.57 - $163.65 $37,096 - $39,276
240 Added 3.9%
6,394 $1.03 Million
Q1 2024

Apr 19, 2024

BUY
$147.46 - $162.86 $194,204 - $214,486
1,317 Added 27.23%
6,154 $1 Million
Q4 2023

Jan 19, 2024

BUY
$131.82 - $149.95 $180,461 - $205,281
1,369 Added 39.48%
4,837 $723,000
Q3 2023

Oct 24, 2023

BUY
$137.93 - $147.18 $478,341 - $510,420
3,468 New
3,468 $478,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
Track This Portfolio

Track Wealth Management Resources, Inc. Portfolio

Follow Wealth Management Resources, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealth Management Resources, Inc. with notifications on news.