Surevest, LLC Vanguard Small Cap Growth ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Surevest, LLC holds 195 shares of VBK stock, worth $52,066. This represents 0.01% of its overall portfolio holdings.
Number of Shares
195
Previous 118
65.25%
Holding current value
$52,066
Previous $23,000
65.22%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,223Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.56 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$511 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$481 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$451 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$390 Million1.12% of portfolio