Family Wealth Group, LLC Vanguard Russell 1000 Value Et Transaction History

Family Wealth Group, LLC

$63.6 Million
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 14, 2025	SELL	$80.21 - $86.14 $504,200 - $541,476	-6,286 Closed	0 $0
Q4 2024 May 14, 2025	SELL	$80.87 - $87.69 $91,625 - $99,352	-1,133 Reduced 15.27%	6,286 $510,000
Q3 2024 Apr 01, 2025	BUY	$76.07 - $83.33 $12,019 - $13,166	158 Added 2.18%	7,419 $618,000
Q3 2024 Nov 14, 2024	BUY	$76.07 - $83.33 $12,095 - $13,249	159 Added 2.19%	7,420 $618,000
Q2 2024 Apr 01, 2025	SELL	$74.36 - $78.65 $7,361 - $7,786	-99 Reduced 1.35%	7,261 $555,000
Q2 2024 Aug 14, 2024	SELL	$74.36 - $78.65 $7,361 - $7,786	-99 Reduced 1.35%	7,261 $555,000
Q1 2024 Apr 01, 2025	SELL	$71.01 - $78.64 $39,055 - $43,252	-550 Reduced 6.95%	7,360 $579 Million
Q1 2024 Aug 14, 2024	SELL	$71.01 - $78.64 $41,114 - $45,532	-579 Reduced 7.29%	7,360 $578,000
Q4 2023 Apr 01, 2025	BUY	$63.06 - $72.78 $30,899 - $35,662	490 Added 6.6%	7,910 $574 Million
Q4 2023 Feb 14, 2024	BUY	$63.06 - $72.78 $500,633 - $577,800	7,939 New	7,939 $575,000

Others Institutions Holding VONV

# of Institutions

494

Shares Held

91.6M

Call Options Held

0

Put Options Held

0

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