A detailed history of Surevest, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Surevest, LLC holds 150 shares of VTV stock, worth $27,012. This represents 0.01% of its overall portfolio holdings.

Number of Shares
150
Previous 150 -0.0%
Holding current value
$27,012
Previous $20,000 5.0%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 11, 2022

BUY
$136.43 - $147.24 $20,464 - $22,086
150 New
150 $22,000
Q1 2021

Apr 19, 2021

SELL
$117.44 - $132.31 $203,640 - $229,425
-1,734 Closed
0 $0
Q4 2020

Feb 04, 2021

BUY
$101.75 - $119.15 $176,434 - $206,606
1,734 New
1,734 $206,000
Q1 2020

Apr 16, 2020

SELL
$76.76 - $121.42 $148,837 - $235,433
-1,939 Closed
0 $0
Q4 2019

Jan 14, 2020

SELL
$107.9 - $120.77 $63,876 - $71,495
-592 Reduced 23.39%
1,939 $232,000
Q3 2019

Oct 15, 2019

SELL
$111.23 - $113.16 $2,113 - $2,150
-19 Reduced 0.75%
2,531 $283,000
Q2 2019

Jul 10, 2019

SELL
N/A
-2,801 Reduced 52.35%
2,550 $283,000
Q1 2019

Apr 09, 2019

SELL
N/A
-335 Reduced 5.89%
5,351 $576,000
Q4 2018

Feb 20, 2019

BUY
N/A
5,686 New
5,686 $557,000

Others Institutions Holding VTV

About VANGUARD VALUE ETF


  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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.