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 $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
Others Institutions Holding VV
# of Institutions
1,181Shares Held
102MCall Options Held
29.3KPut Options Held
132K-
Jones Financial Companies Lllp17.4MShares$4.75 Billion4.7% of portfolio
-
Creative Planning Overland Park, KS12.8MShares$3.51 Billion3.36% of portfolio
-
National Mutual Insurance Federation Of Agricultural Cooperatives6.54MShares$1.79 Billion15.49% of portfolio
-
Vanguard Group Inc Valley Forge, PA3.42MShares$933 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.11MShares$849 Million0.07% of portfolio