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 $70,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares
275
Previous 268 2.61%
Holding current value
$70,493
Previous $47,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

BUY
$170.45 - $206.62 $1,193 - $1,446
7 Added 2.61%
275 $47,000
Q2 2022

Aug 15, 2022

SELL
$170.7 - $214.67 $45,747 - $57,531
-268 Reduced 50.0%
268 $47,000
Q1 2022

May 16, 2022

BUY
$198.73 - $227.97 $55,843 - $64,059
281 Added 110.2%
536 $114,000
Q4 2021

Feb 11, 2022

BUY
$215.13 - $239.37 $54,858 - $61,039
255 New
255 $58,000

Others Institutions Holding VB

About VANGUARD SMALL-CAP ETF


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

Track Surevest, LLC Portfolio

Follow Surevest, 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 Surevest, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Surevest, LLC with notifications on news.