Essex Private Wealth Management, LLC Vanguard Large Cap ETF Transaction History
Essex Private Wealth Management, LLC
- $37.8 Million
- Q3 2024
A detailed history of Essex Private Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Essex Private Wealth Management, LLC holds 2,824 shares of VV stock, worth $772,505. This represents 1.97% of its overall portfolio holdings.
Number of Shares
2,824
Previous 2,824
-0.0%
Holding current value
$772,505
Previous $704,000
5.54%
% of portfolio
1.97%
Previous 2.02%
Shares
2 transactions
Others Institutions Holding VV
# of Institutions
1,270Shares Held
104MCall Options Held
40KPut Options Held
41.2K-
Jones Financial Companies Lllp15.9MShares$4.35 Billion4.1% of portfolio
-
Creative Planning Overland Park, KS12.7MShares$3.48 Billion3.35% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.12% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.45MShares$943 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$842 Million0.07% of portfolio