Surevest, LLC Vanguard Mid Cap ETF Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Surevest, LLC holds 598 shares of VO stock, worth $160,927. This represents 0.03% of its overall portfolio holdings.

Number of Shares
598
Previous 722 17.17%
Holding current value
$160,927
Previous $142,000 21.13%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
SELL
$187.98 - $227.42 $23,309 - $28,200
-124 Reduced 17.17%
598 $112,000
Q2 2022

Aug 15, 2022
BUY
$190.36 - $240.41 $30,267 - $38,225
159 Added 28.24%
722 $142,000
Q1 2022

May 16, 2022
BUY
$219.86 - $253.39 $83,326 - $96,034
379 Added 205.98%
563 $134,000
Q4 2021

Feb 11, 2022
BUY
$236.98 - $261.2 $43,604 - $48,060
184 New
184 $47,000

Others Institutions Holding VO

# of Institutions
2,092
Shares Held
173M
Call Options Held
57K
Put Options Held
93.7K
View Full List

About VANGUARD MID-CAP ETF

VO Quotes by TradingView
  • Ticker VO
  • Sector ETFs
  • Industry ETFs
More about VO
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