Axxcess Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,080,059 shares of VV stock, worth $276 Million. This represents 7.36% of its overall portfolio holdings.

Number of Shares
1,080,059
Previous 1,094,649 1.33%
Holding current value
$276 Million
Previous $288 Million 1.07%
% of portfolio
7.36%
Previous 7.38%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$260.27 - $280.65 $3.8 Million - $4.09 Million
-14,590 Reduced 1.33%
1,080,059 $291 Million
Q3 2024

Nov 04, 2024
SELL
$236.92 - $263.4 $2.92 Million - $3.25 Million
-12,343 Reduced 1.12%
1,094,649 $288 Million
Q2 2024

Aug 09, 2024
SELL
$227.27 - $251.65 $299,769 - $331,926
-1,319 Reduced 0.12%
1,106,992 $276 Million
Q1 2024

May 14, 2024
SELL
$214.62 - $240.49 $1.61 Million - $1.8 Million
-7,487 Reduced 0.67%
1,108,311 $266 Million
Q4 2023

Feb 06, 2024
BUY
$188.0 - $219.17 $6.59 Million - $7.68 Million
35,052 Added 3.24%
1,115,798 $243 Million
Q3 2023

Nov 14, 2023
BUY
$195.09 - $209.59 $211 Million - $227 Million
1,080,746 New
1,080,746 $211 Million
Q1 2023

May 03, 2023
BUY
$172.79 - $190.36 $64,277 - $70,813
372 Added 17.11%
2,546 $475,000
Q4 2022

Feb 14, 2023
BUY
$162.98 - $185.93 $354,318 - $404,211
2,174 New
2,174 $378,000

Others Institutions Holding VV

# of Institutions
1,274
Shares Held
105M
Call Options Held
40K
Put Options Held
41.2K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email