Liberty Wealth Management LLC Vanguard Large Cap ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,571 shares of VV stock, worth $987,917. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,571
Previous 3,564 0.2%
Holding current value
$987,917
Previous $890,000 5.62%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Nov 01, 2024
BUY
$236.92 - $263.4 $1,658 - $1,843
7 Added 0.2%
3,571 $940,000
Q2 2024

Aug 06, 2024
SELL
$227.27 - $251.65 $19,090 - $21,138
-84 Reduced 2.3%
3,564 $890,000
Q1 2024

May 02, 2024
BUY
$214.62 - $240.49 $774,778 - $868,168
3,610 Added 9500.0%
3,648 $875,000
Q4 2023

Feb 08, 2024
SELL
$188.0 - $219.17 $675,672 - $787,696
-3,594 Reduced 98.95%
38 $8,000
Q3 2023

Nov 13, 2023
SELL
$195.09 - $209.59 $12,485 - $13,413
-64 Reduced 1.73%
3,632 $711,000
Q2 2023

Aug 10, 2023
BUY
$184.38 - $202.72 $1,475 - $1,621
8 Added 0.22%
3,696 $749,000
Q1 2023

May 03, 2023
BUY
$172.79 - $190.36 $3,110 - $3,426
18 Added 0.49%
3,688 $688,000
Q3 2022

Nov 15, 2022
BUY
$163.56 - $196.95 $1,472 - $1,772
9 Added 0.25%
3,670 $600,000
Q2 2022

Aug 15, 2022
BUY
$167.29 - $210.78 $1,338 - $1,686
8 Added 0.22%
3,661 $631,000
Q1 2022

May 09, 2022
SELL
$191.25 - $221.63 $5,737 - $6,648
-30 Reduced 0.81%
3,653 $761,000
Q4 2021

Feb 15, 2022
BUY
$200.26 - $221.75 $1,401 - $1,552
7 Added 0.19%
3,683 $814,000
Q3 2021

Nov 15, 2021
BUY
$199.12 - $212.29 $1,194 - $1,273
6 Added 0.16%
3,676 $739,000
Q2 2021

Aug 13, 2021
SELL
$187.36 - $200.75 $137 Million - $147 Million
-733,041 Reduced 99.5%
3,670 $737,000
Q2 2021

Aug 13, 2021
BUY
$187.36 - $200.75 $137 Million - $147 Million
733,090 Added 20245.51%
736,711 $3.67 Million
Q4 2020

Feb 09, 2021
SELL
$152.54 - $175.74 $20,135 - $23,197
-132 Reduced 3.52%
3,621 $640,000
Q3 2020

Nov 05, 2020
BUY
$144.11 - $166.66 $1,585 - $1,833
11 Added 0.29%
3,753 $587,000
Q2 2020

Aug 04, 2020
SELL
$113.24 - $149.5 $357,385 - $471,822
-3,156 Reduced 45.75%
3,742 $535,000
Q1 2020

Apr 27, 2020
SELL
$102.61 - $156.13 $25,139 - $38,251
-245 Reduced 3.43%
6,898 $817,000
Q4 2019

Feb 05, 2020
BUY
$132.26 - $148.31 $1,983 - $2,224
15 Added 0.21%
7,143 $1.06 Million
Q3 2019

Oct 30, 2019
BUY
$135.59 - $138.25 $3,118 - $3,179
23 Added 0.32%
7,128 $972,000
Q2 2019

Jul 30, 2019
BUY
N/A
3,023 Added 74.06%
7,105 $878,000
Q4 2018

Mar 26, 2019
BUY
N/A
4,082 New
4,082 $468,000

Others Institutions Holding VV

# of Institutions
1,179
Shares Held
102M
Call Options Held
29.3K
Put Options Held
132K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email