A detailed history of Klingman & Associates, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,686 shares of VV stock, worth $450,263. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,686
Previous 1,686 -0.0%
Holding current value
$450,263
Previous $404,000 3.96%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 30, 2023

BUY
$195.09 - $209.59 $42,334 - $45,481
217 Added 14.77%
1,686 $329,000
Q2 2023

Jul 31, 2023

BUY
$184.38 - $202.72 $270,854 - $297,795
1,469 New
1,469 $297,000
Q2 2022

Jul 27, 2022

SELL
$167.29 - $210.78 $297,107 - $374,345
-1,776 Closed
0 $0
Q1 2021

Apr 29, 2021

BUY
$173.39 - $186.2 $60,686 - $65,169
350 Added 24.54%
1,776 $329,000
Q2 2020

Aug 04, 2020

BUY
$113.24 - $149.5 $161,480 - $213,187
1,426 New
1,426 $204,000
Q1 2020

Apr 29, 2020

SELL
$102.61 - $156.13 $181,619 - $276,350
-1,770 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$132.26 - $148.31 $234,100 - $262,508
1,770 New
1,770 $262,000
Q4 2017

Feb 02, 2018

SELL
N/A
-2,852 Closed
0 $0
Q3 2017

Oct 24, 2017

BUY
N/A
2,852
2,852 $329,000

Others Institutions Holding VV

About VANGUARD LARGE-CAP ETF


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

Track Klingman & Associates, LLC Portfolio

Follow Klingman & Associates, 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 Klingman & Associates, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Klingman & Associates, LLC with notifications on news.