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 $771,121. This represents 1.97% of its overall portfolio holdings.

Number of Shares
2,824
Previous 2,824 -0.0%
Holding current value
$771,121
Previous $704,000 5.54%
% of portfolio
1.97%
Previous 2.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 02, 2023

BUY
$162.98 - $185.93 $44,004 - $50,201
270 Added 10.57%
2,824 $491,000
Q4 2019

Feb 13, 2020

BUY
$132.26 - $148.31 $337,792 - $378,783
2,554 New
2,554 $377,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


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

Track Essex Private Wealth Management, LLC Portfolio

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

News

Stay updated on Essex Private Wealth Management, LLC with notifications on news.