Surevest, LLC Vanguard Small Cap ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Surevest, LLC holds 275 shares of VB stock, worth $68,686. This represents 0.01% of its overall portfolio holdings.
Number of Shares
275
Previous 268
2.61%
Holding current value
$68,686
Previous $47,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,306Shares Held
161MCall Options Held
74.8KPut Options Held
50.8K-
Bank Of America Corp Charlotte, NC24.8MShares$6.2 Billion0.51% of portfolio
-
Morgan Stanley New York, NY7.54MShares$1.88 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.83 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.42 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.31 Billion0.42% of portfolio