A detailed history of Ae Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Ae Wealth Management LLC holds 3,032 shares of VV stock, worth $732,258. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,032
Previous 109,640 97.23%
Holding current value
$732,258
Previous $23.9 Million 96.96%
% of portfolio
0.01%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$214.62 - $240.49 $22.9 Million - $25.6 Million
-106,608 Reduced 97.23%
3,032 $726,000
Q4 2023

Feb 14, 2024

SELL
$188.0 - $219.17 $1.15 Million - $1.34 Million
-6,136 Reduced 5.3%
109,640 $23.9 Million
Q3 2023

Oct 11, 2023

SELL
$195.09 - $209.59 $535,522 - $575,324
-2,745 Reduced 2.32%
115,776 $22.7 Million
Q2 2023

Jul 10, 2023

BUY
$184.38 - $202.72 $18.1 Million - $20 Million
98,426 Added 489.8%
118,521 $24 Million
Q1 2023

Apr 14, 2023

BUY
$172.79 - $190.36 $1.13 Million - $1.24 Million
6,537 Added 48.22%
20,095 $3.75 Million
Q4 2022

Jan 31, 2023

BUY
$170.57 - $185.93 $1.04 Million - $1.14 Million
6,117 Added 82.21%
13,558 $2.36 Million
Q3 2022

Oct 25, 2022

SELL
N/A
-1,774 Reduced 19.25%
7,441 $1.22 Million
Q2 2022

Aug 03, 2022

BUY
N/A
2,281 Added 32.9%
9,215 $1.59 Million
Q1 2022

Apr 18, 2022

BUY
N/A
2,866 Added 70.45%
6,934 $1.45 Million
Q4 2021

Jan 20, 2022

SELL
N/A
-4,627 Reduced 53.21%
4,068 $899,000
Q3 2021

Nov 01, 2021

BUY
N/A
4,383 Added 101.65%
8,695 $1.75 Million
Q2 2021

Jul 21, 2021

SELL
N/A
-166 Reduced 3.71%
4,312 $866,000
Q1 2021

Apr 27, 2021

BUY
N/A
800 Added 21.75%
4,478 $830,000
Q4 2020

Feb 01, 2021

BUY
N/A
149 Added 4.22%
3,678 $646,000
Q3 2020

Nov 06, 2020

BUY
N/A
95 Added 2.77%
3,529 $552,000
Q2 2020

Aug 05, 2020

SELL
N/A
-1,115 Reduced 24.51%
3,434 $491,000
Q1 2020

May 07, 2020

BUY
N/A
1,682 Added 58.67%
4,549 $539,000
Q4 2019

Jan 15, 2020

BUY
N/A
2,867 New
2,867 $424,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management 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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.