Engrave Wealth Partners LLC Vanguard Large Cap ETF Transaction History

Engrave Wealth Partners LLC

$350 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Jul 14, 2020	SELL	$113.24 - $149.5 $41,898 - $55,315	-370 Closed	0 $0
Q4 2019 Mar 12, 2020	BUY	$132.26 - $148.31 $48,936 - $54,874	370 New	370 $54,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.77 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.52 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$937 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$853 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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