Wealth Plan Partners, LLC Vanguard Russell 2000 ETF Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 16, 2023	SELL	$67.44 - $75.98 $85,581 - $96,418	-1,269 Reduced 25.53%	3,702 $288 Million
Q1 2022 May 03, 2022	BUY	$77.21 - $90.84 $51,653 - $60,771	669 Added 15.55%	4,971 $371,000
Q4 2021 Feb 01, 2022	SELL	$85.49 - $98.01 $136,784 - $156,816	-1,600 Reduced 27.11%	4,302 $349,000
Q3 2021 Dec 09, 2021	SELL	$85.46 - $93.4 $19,313 - $21,108	-226 Reduced 3.69%	5,902 $0
Q2 2021 Aug 19, 2021	BUY	$85.6 - $94.02 $171 - $188	2 Added 0.03%	6,128 $553,000
Q1 2021 May 11, 2021	BUY	$77.99 - $94.68 $208,311 - $252,890	2,671 Added 77.31%	6,126 $552,000
Q4 2020 Feb 09, 2021	BUY	$61.45 - $80.38 $3,072 - $4,019	50 Added 1.47%	3,455 $609,000
Q3 2020 Dec 18, 2020	SELL	$56.08 - $63.85 $448 - $510	-8 Reduced 0.23%	3,405 $467,000
Q2 2020 Aug 19, 2020	BUY	$42.15 - $61.7 $143,857 - $210,582	3,413 New	3,413 $432,000

Others Institutions Holding VTWO

# of Institutions

530

Shares Held

64.9M

Call Options Held

43.7K

Put Options Held

20.5K

Bank Of America Corp Charlotte, NC

23.7M
Shares

$2.12 Billion
0.17% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$603 Million
0.04% of portfolio
Natixis Advisors, L.P. Boston, MA

4.37M
Shares

$391 Million
0.78% of portfolio
Mirae Asset Global Etfs Holdings Ltd. Central, K3

2.79M
Shares

$250 Million
0.58% of portfolio
Jones Financial Companies Lllp

2.18M
Shares

$195 Million
0.21% of portfolio

About VANGUARD RUSSELL 2000 ETF

Ticker VTWO
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