Trevian Wealth Management LLC Vanguard Large Cap ETF Transaction History

Trevian Wealth Management LLC

  • $140 Million
  • Q1 2025

A detailed history of Trevian Wealth Management LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Trevian Wealth Management LLC holds 1,190 shares of VV stock, worth $339,923. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,190
Previous 1,190 -0.0%
Holding current value
$339,923
Previous $321,000 4.67%
% of portfolio
0.22%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024
BUY
$236.92 - $263.4 $281,934 - $313,446
1,190 New
1,190 $313,000
Q3 2023

Oct 30, 2023
BUY
$195.09 - $209.59 $232,157 - $249,412
1,190 New
1,190 $233,000
Q4 2022

Jan 30, 2023
BUY
$162.98 - $185.93 $197,531 - $225,347
1,212 New
1,212 $211,000
Q4 2021

Jan 31, 2022
BUY
$200.26 - $221.75 $242,715 - $268,761
1,212 New
1,212 $268,000

Others Institutions Holding VV

# of Institutions
1,309
Shares Held
103M
Call Options Held
35.8K
Put Options Held
22.1K
View Full List

About VANGUARD LARGE-CAP ETF

VV Quotes by TradingView
  • Ticker VV
  • Sector ETFs
  • Industry ETFs
More about VV
Track This Portfolio

Track Trevian Wealth Management LLC Portfolio

Follow Trevian Wealth Management 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 Trevian Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trevian Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email