Surevest, LLC Vanguard Energy ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Energy ETF stock. As of the latest transaction made, Surevest, LLC holds 1,682 shares of VDE stock, worth $204,749. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,682
Previous 1,682
-0.0%
Holding current value
$204,749
Previous $167,000
2.4%
% of portfolio
0.05%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VDE
# of Institutions
670Shares Held
23.6MCall Options Held
90.5KPut Options Held
10.2K-
Bank Of America Corp Charlotte, NC2.39MShares$291 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.59MShares$194 Million0.02% of portfolio
-
Ubs Group Ag1.41MShares$172 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.26MShares$153 Million7.12% of portfolio
-
Wells Fargo & Company San Francisco, CA986KShares$120 Million0.03% of portfolio