Surevest, LLC Vanguard Growth ETF Transaction History

Surevest, LLC

$368 Million
Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Surevest, LLC holds 106 shares of VUG stock, worth $42,169. This represents 0.01% of its overall portfolio holdings.

Number of Shares

106

Holding current value

$42,169

% of portfolio

0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$213.95 - $266.28 $22,678 - $28,225	106 New	106 $23,000
Q2 2022 Aug 15, 2022	SELL	$214.97 - $293.87 $7,523 - $10,285	-35 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$254.37 - $323.09 $6,104 - $7,754	24 Added 218.18%	35 $10,000
Q4 2021 Feb 11, 2022	BUY	$287.0 - $325.67 $3,157 - $3,582	11 New	11 $4,000

Others Institutions Holding VUG

# of Institutions

2,374

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.4 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.21 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.49 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.29 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.21 Billion
6.36% of portfolio

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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