Surevest, LLC Vanguard Total Stock Market Et Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Surevest, LLC holds 622 shares of VTI stock, worth $185,200. This represents 0.03% of its overall portfolio holdings.

Number of Shares
622
Previous 622 -0.0%
Holding current value
$185,200
Previous $117,000 4.27%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022
SELL
$209.9 - $242.97 $4,827 - $5,588
-23 Reduced 3.57%
622 $142,000
Q4 2021

Feb 11, 2022
BUY
$221.73 - $242.96 $143,015 - $156,709
645 New
645 $156,000
Q1 2019

Apr 09, 2019
SELL
N/A
-2,336 Closed
0 $0
Q4 2018

Feb 20, 2019
BUY
N/A
2,336 New
2,336 $298,000

Others Institutions Holding VTI

# of Institutions
3,295
Shares Held
457M
Call Options Held
1.41M
Put Options Held
658K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Surevest, LLC Portfolio

Follow Surevest, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email