Marcum Wealth, LLC Vanguard Large Cap ETF Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Marcum Wealth, LLC holds 1,830 shares of VV stock, worth $483,138. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,830
Previous 1,880 2.66%
Holding current value
$483,138
Previous $469,000 2.56%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 08, 2024
SELL
$236.92 - $263.4 $11,846 - $13,169
-50 Reduced 2.66%
1,830 $481,000
Q1 2024

Apr 10, 2024
BUY
$214.62 - $240.49 $2,575 - $2,885
12 Added 0.64%
1,880 $450,000
Q3 2023

Oct 10, 2023
BUY
$195.09 - $209.59 $146,512 - $157,402
751 Added 67.23%
1,868 $365,000
Q1 2023

Apr 19, 2023
SELL
$172.79 - $190.36 $75,509 - $83,187
-437 Reduced 28.12%
1,117 $208,000
Q4 2022

Jan 12, 2023
BUY
$162.98 - $185.93 $488 - $557
3 Added 0.19%
1,554 $0
Q3 2022

Oct 11, 2022
SELL
$163.56 - $196.95 $280,178 - $337,375
-1,713 Reduced 52.48%
1,551 $254,000
Q2 2022

Jul 14, 2022
BUY
$167.29 - $210.78 $298,779 - $376,453
1,786 Added 120.84%
3,264 $563,000
Q1 2022

Apr 20, 2022
SELL
$191.25 - $221.63 $72,866 - $84,441
-381 Reduced 20.49%
1,478 $308,000
Q4 2021

Feb 01, 2022
SELL
$200.26 - $221.75 $92,720 - $102,670
-463 Reduced 19.94%
1,859 $411,000
Q3 2021

Nov 08, 2021
BUY
$199.12 - $212.29 $168,654 - $179,809
847 Added 57.42%
2,322 $466,000
Q2 2021

Aug 10, 2021
BUY
$187.36 - $200.75 $187 - $200
1 Added 0.07%
1,475 $296,000
Q1 2021

May 11, 2021
BUY
$173.39 - $186.2 $173 - $186
1 Added 0.07%
1,474 $273,000
Q4 2020

Feb 09, 2021
BUY
$152.54 - $175.74 $224,691 - $258,865
1,473 New
1,473 $259,000

Others Institutions Holding VV

# of Institutions
1,147
Shares Held
102M
Call Options Held
23K
Put Options Held
125K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
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