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 $221,149. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,682
Previous 1,682
-0.0%
Holding current value
$221,149
Previous $167,000
2.4%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
747Shares Held
27.9MCall Options Held
142KPut Options Held
23.2K-
Wealthfront Advisers LLC5.41MShares$711 Million0.55% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$330 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$221 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$180 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$155 Million0.03% of portfolio