Surevest, LLC Vanguard Large Cap ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Surevest, LLC holds 4,695 shares of VV stock, worth $1.46 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
4,695
Previous 4,616
1.71%
Holding current value
$1.46 Million
Previous $796,000
3.52%
% of portfolio
0.21%
Previous 0.21%
Shares
6 transactions
Others Institutions Holding VV
# of Institutions
1,423Shares Held
107MCall Options Held
20.7KPut Options Held
7K-
Jones Financial Companies Lllp17.3MShares$5.38 Billion3.66% of portfolio
-
Creative Planning Overland Park, KS12.4MShares$3.85 Billion2.96% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$2.03 Billion15.32% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.68MShares$1.14 Billion0.02% of portfolio
-
Morgan Stanley New York, NY2.83MShares$879 Million0.05% of portfolio