Surevest, LLC Vanguard Small Cap ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Surevest, LLC holds 275 shares of VB stock, worth $71,301. This represents 0.01% of its overall portfolio holdings.
Number of Shares
275
Previous 268
2.61%
Holding current value
$71,301
Previous $47,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VB
# of Institutions
2,435Shares Held
167MCall Options Held
73.6KPut Options Held
16.3K-
Bank Of America Corp Charlotte, NC24.3MShares$6.29 Billion0.43% of portfolio
-
Morgan Stanley New York, NY7.74MShares$2.01 Billion0.12% of portfolio
-
Jones Financial Companies Lllp6.96MShares$1.81 Billion1.26% of portfolio
-
Wells Fargo & Company San Francisco, CA5.87MShares$1.52 Billion0.3% of portfolio
-
Envestnet Asset Management Inc5.18MShares$1.34 Billion0.38% of portfolio