Wealth Management Resources, Inc. Vanguard Value ETF Transaction History
Wealth Management Resources, Inc.
- $309 Million
- Q3 2025
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 26,810 shares of VTV stock, worth $5.02 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
26,810
Previous 25,789
3.96%
Holding current value
$5.02 Million
Previous $4.56 Million
9.7%
% of portfolio
1.62%
Previous 1.56%
Shares
9 transactions
Others Institutions Holding VTV
# of Institutions
2,771Shares Held
587MCall Options Held
159KPut Options Held
37K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio