A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 37,852 shares of VV stock, worth $10.2 Million. This represents 3.84% of its overall portfolio holdings.

Number of Shares
37,852
Previous 37,191 1.78%
Holding current value
$10.2 Million
Previous $9.28 Million 7.36%
% of portfolio
3.84%
Previous 3.87%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$236.92 - $263.4 $156,604 - $174,107
661 Added 1.78%
37,852 $9.97 Million
Q2 2024

Jul 15, 2024

SELL
$227.27 - $251.65 $135,452 - $149,983
-596 Reduced 1.58%
37,191 $9.28 Million
Q1 2024

Apr 24, 2024

BUY
$214.62 - $240.49 $118,470 - $132,750
552 Added 1.48%
37,787 $9.06 Million
Q4 2023

Jan 11, 2024

BUY
$188.0 - $219.17 $211,500 - $246,566
1,125 Added 3.12%
37,235 $8.12 Million
Q3 2023

Oct 19, 2023

BUY
$195.09 - $209.59 $33,555 - $36,049
172 Added 0.48%
36,110 $7.07 Million
Q2 2023

Aug 11, 2023

BUY
$184.38 - $202.72 $289,660 - $318,473
1,571 Added 4.57%
35,938 $7.29 Million
Q1 2023

May 03, 2023

BUY
$172.79 - $190.36 $380,829 - $419,553
2,204 Added 6.85%
34,367 $6.42 Million
Q4 2022

Jan 18, 2023

BUY
$162.98 - $185.93 $468,241 - $534,176
2,873 Added 9.81%
32,163 $0
Q3 2022

Oct 18, 2022

BUY
$163.56 - $196.95 $679,918 - $818,721
4,157 Added 16.54%
29,290 $4.79 Million
Q2 2022

Jul 13, 2022

BUY
$167.29 - $210.78 $763,846 - $962,421
4,566 Added 22.2%
25,133 $4.33 Million
Q1 2022

Apr 25, 2022

BUY
$191.25 - $221.63 $1.76 Million - $2.04 Million
9,213 Added 81.14%
20,567 $4.29 Million
Q4 2021

Feb 17, 2022

BUY
$200.26 - $221.75 $2.27 Million - $2.52 Million
11,354 New
11,354 $2.51 Million

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


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

Track Intergy Private Wealth, LLC Portfolio

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

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.