Sequoia Financial Advisors, LLC Vanguard Large Cap ETF Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 54,251 shares of VV stock, worth $14.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

54,251

Previous 22,776 138.19%

Holding current value

$14.7 Million

Previous $6.14 Million 127.03%

% of portfolio

0.12%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$253.32 - $282.66 $7.97 Million - $8.9 Million	31,475 Added 138.19%	54,251 $13.9 Million
Q4 2024 Feb 07, 2025	BUY	$260.27 - $280.65 $3.42 Million - $3.68 Million	13,127 Added 136.05%	22,776 $6.14 Million
Q3 2024 Oct 21, 2024	BUY	$236.92 - $263.4 $710 - $790	3 Added 0.03%	9,649 $2.54 Million
Q2 2024 Jul 15, 2024	SELL	$227.27 - $251.65 $12,045 - $13,337	-53 Reduced 0.55%	9,646 $2.41 Million
Q1 2024 Apr 30, 2024	BUY	$214.62 - $240.49 $643 - $721	3 Added 0.03%	9,699 $2.33 Million
Q4 2023 Jan 25, 2024	BUY	$188.0 - $219.17 $107,912 - $125,803	574 Added 6.29%	9,696 $2.12 Million
Q3 2023 Nov 08, 2023	SELL	$195.09 - $209.59 $81,937 - $88,027	-420 Reduced 4.4%	9,122 $1.79 Million
Q2 2023 Aug 08, 2023	BUY	$184.38 - $202.72 $403,054 - $443,145	2,186 Added 29.72%	9,542 $1.93 Million
Q1 2023 Apr 24, 2023	BUY	$172.79 - $190.36 $12,959 - $14,277	75 Added 1.03%	7,356 $1.37 Million
Q4 2022 Jan 17, 2023	SELL	$162.98 - $185.93 $20,046 - $22,869	-123 Reduced 1.66%	7,281 $0
Q3 2022 Oct 26, 2022	SELL	$163.56 - $196.95 $8,014 - $9,650	-49 Reduced 0.66%	7,404 $1.21 Million
Q2 2022 Jul 22, 2022	BUY	$167.29 - $210.78 $669 - $843	4 Added 0.05%	7,453 $1.28 Million
Q1 2022 May 13, 2022	BUY	$191.25 - $221.63 $10,710 - $12,411	56 Added 0.76%	7,449 $1.55 Million
Q4 2021 Feb 11, 2022	BUY	$200.26 - $221.75 $1.48 Million - $1.64 Million	7,393 New	7,393 $1.63 Million
Q3 2021 Oct 26, 2021	SELL	$199.12 - $212.29 $1.22 Million - $1.3 Million	-6,120 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$187.36 - $200.75 $2,623 - $2,810	-14 Reduced 0.23%	6,120 $1.23 Million
Q1 2021 May 14, 2021	BUY	$173.39 - $186.2 $2,427 - $2,606	14 Added 0.23%	6,134 $1.14 Million
Q3 2020 Oct 23, 2020	SELL	$144.11 - $166.66 $9,655 - $11,166	-67 Reduced 1.08%	6,120 $957,000
Q2 2020 Aug 25, 2020	BUY	$113.24 - $149.5 $700,615 - $924,956	6,187 New	6,187 $885,000
Q2 2020 Aug 11, 2020	SELL	$113.24 - $149.5 $693,028 - $914,940	-6,120 Closed	0 $885,000
Q4 2019 Feb 13, 2020	BUY	$132.26 - $148.31 $99,459 - $111,529	752 Added 14.01%	6,120 $905,000
Q3 2019 Oct 22, 2019	BUY	$135.59 - $138.25 $727,847 - $742,126	5,368 New	5,368 $732,000

Others Institutions Holding VV

# of Institutions

1,307

Shares Held

103M

Call Options Held

35.8K

Put Options Held

22.1K

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Vanguard Large Cap ETF Transaction History