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 $55,339. This represents 0.01% of its overall portfolio holdings.
Number of Shares
195
Previous 118
65.25%
Holding current value
$55,339
Previous $23,000
65.22%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding VBK
# of Institutions
1,118Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.63 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$555 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$485 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$479 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$400 Million1.08% of portfolio