Surevest, LLC Vanguard Small Cap Growth ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Surevest, LLC holds 195 shares of VBK stock, worth $56,883. This represents 0.01% of its overall portfolio holdings.
Number of Shares
195
Previous 118
65.25%
Holding current value
$56,883
Previous $23,000
65.22%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,278Shares Held
45.1MCall Options Held
45.8KPut Options Held
26K-
Bank Of America Corp Charlotte, NC9.99MShares$2.91 Billion0.21% of portfolio
-
Morgan Stanley New York, NY1.93MShares$564 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$492 Million4.13% of portfolio
-
Assetmark, Inc1.55MShares$452 Million1.01% of portfolio
-
Sei Investments CO Oaks, PA950KShares$277 Million0.32% of portfolio