Wealth Preservation Advisors, LLC Vanguard Value ETF Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 29,412 shares of VTV stock, worth $5.5 Million. This represents 3.19% of its overall portfolio holdings.
Number of Shares
29,412
Previous 25,666
14.6%
Holding current value
$5.5 Million
Previous $4.54 Billion
20.92%
% of portfolio
3.19%
Previous 2.8%
Shares
3 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
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