Essex Private Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 2,824 shares of VV stock, worth $794,786. This represents 1.97% of its overall portfolio holdings.
Number of Shares
2,824
Previous 2,824
-0.0%
Holding current value
$794,786
Previous $704,000
5.54%
% of portfolio
1.97%
Previous 2.02%
Shares
2 transactions
Others Institutions Holding VV
# of Institutions
1,257Shares Held
104MCall Options Held
38.8KPut Options Held
43.4K-
Jones Financial Companies Lllp15.9MShares$4.48 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.58 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.84 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$970 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$867 Million0.07% of portfolio