Surevest, LLC Vanguard Mid Cap ETF Transaction History
Surevest, LLC
- $368 Million
- Q3 2022
A detailed history of Surevest, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Surevest, LLC holds 598 shares of VO stock, worth $144,775. This represents 0.03% of its overall portfolio holdings.
Number of Shares
598
Previous 722
17.17%
Holding current value
$144,775
Previous $142,000
21.13%
% of portfolio
0.03%
Previous 0.04%
Shares
4 transactions
Others Institutions Holding VO
# of Institutions
1,958Shares Held
167MCall Options Held
224KPut Options Held
206K-
Wells Fargo & Company San Francisco, CA23.6MShares$5.71 Billion1.44% of portfolio
-
Bank Of America Corp Charlotte, NC15.7MShares$3.81 Billion0.37% of portfolio
-
Jones Financial Companies Lllp10.5MShares$2.54 Billion3.57% of portfolio
-
Creative Planning Overland Park, KS8.25MShares$2 Billion2.29% of portfolio
-
Morgan Stanley New York, NY7.2MShares$1.74 Billion0.15% of portfolio