Surevest, LLC Vanguard Energy ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Surevest, LLC holds 1,682 shares of VDE stock, worth $217,549. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,682
Previous 1,682
-0.0%
Holding current value
$217,549
Previous $167,000
2.4%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
734Shares Held
21.6MCall Options Held
123KPut Options Held
87.4K-
Bank Of America Corp Charlotte, NC1.98MShares$257 Million0.02% of portfolio
-
Morgan Stanley New York, NY1.61MShares$209 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA1.11MShares$143 Million0.03% of portfolio
-
Ubs Group Ag1.04MShares$135 Million0.02% of portfolio
-
Beacon Capital Management, Inc.887KShares$115 Million5.81% of portfolio