A detailed history of West Financial Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, West Financial Advisors, LLC holds 1,584 shares of VTV stock, worth $271,339. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,584
Previous 1,580 0.25%
Holding current value
$271,339
Previous $253,000 9.09%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 08, 2024

BUY
$159.75 - $174.57 $639 - $698
4 Added 0.25%
1,584 $276,000
Q2 2024

Jul 15, 2024

BUY
$154.57 - $163.65 $59,973 - $63,496
388 Added 32.55%
1,580 $253,000
Q1 2024

Apr 11, 2024

BUY
$147.46 - $162.86 $1,032 - $1,140
7 Added 0.59%
1,192 $194,000
Q4 2023

Jan 11, 2024

BUY
$131.82 - $149.95 $1,186 - $1,349
9 Added 0.77%
1,185 $177,000
Q3 2023

Oct 10, 2023

BUY
$137.93 - $147.18 $7,724 - $8,242
56 Added 5.0%
1,176 $162,000
Q2 2023

Jul 07, 2023

BUY
$134.74 - $142.42 $22,771 - $24,068
169 Added 17.77%
1,120 $159,000
Q1 2023

Apr 18, 2023

SELL
$132.13 - $144.96 $55,626 - $61,028
-421 Reduced 30.69%
951 $131,000
Q4 2022

Jan 10, 2023

BUY
$124.69 - $146.24 $52,743 - $61,859
423 Added 44.57%
1,372 $0
Q2 2022

Jul 14, 2022

SELL
$128.01 - $150.8 $136,458 - $160,752
-1,066 Reduced 52.9%
949 $125,000
Q1 2022

Apr 18, 2022

SELL
$140.46 - $150.33 $7.38 Million - $7.9 Million
-52,520 Reduced 96.31%
2,015 $298,000
Q4 2021

Jan 19, 2022

SELL
$136.43 - $147.24 $841,909 - $908,618
-6,171 Reduced 10.17%
54,535 $8.02 Million
Q3 2021

Oct 13, 2021

BUY
$134.5 - $142.48 $387,763 - $410,769
2,883 Added 4.99%
60,706 $8.22 Million
Q2 2021

Jul 27, 2021

BUY
$132.12 - $141.17 $7.53 Million - $8.05 Million
57,017 Added 7074.07%
57,823 $7.95 Million
Q1 2021

Apr 20, 2021

BUY
$117.44 - $132.31 $2,936 - $3,307
25 Added 3.2%
806 $106,000
Q4 2020

Feb 02, 2021

BUY
$101.75 - $119.15 $79,466 - $93,056
781 New
781 $78 Million

Others Institutions Holding VTV

About VANGUARD VALUE ETF


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

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, LLC 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.