9258 Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History

9258 Wealth Management, LLC

$641 Million
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$39.05 - $42.09 $23,664 - $25,506	-606 Reduced 9.68%	5,655 $230,000
Q1 2023 May 03, 2023	SELL	$38.45 - $43.18 $14,034 - $15,760	-365 Reduced 5.51%	6,261 $252,000
Q4 2022 Feb 03, 2023	SELL	$35.32 - $40.67 $283,337 - $326,254	-8,022 Reduced 54.77%	6,626 $258,000
Q3 2022 Nov 08, 2022	SELL	$36.49 - $42.54 $158,731 - $185,049	-4,350 Reduced 22.9%	14,648 $534,000
Q2 2022 Aug 04, 2022	SELL	$40.48 - $47.83 $204,423 - $241,541	-5,050 Reduced 21.0%	18,998 $791,000
Q1 2022 May 13, 2022	BUY	$42.79 - $51.23 $13,564 - $16,239	317 Added 1.34%	24,048 $1.11 Million
Q4 2021 Feb 11, 2022	BUY	$47.81 - $52.33 $719,301 - $787,304	15,045 Added 173.21%	23,731 $1.17 Million
Q3 2021 Nov 12, 2021	SELL	$49.35 - $54.02 $4,392 - $4,807	-89 Reduced 1.01%	8,686 $434,000
Q2 2021 Aug 13, 2021	BUY	$50.96 - $55.14 $11,618 - $12,571	228 Added 2.67%	8,775 $477,000
Q1 2021 May 11, 2021	BUY	$50.34 - $56.49 $16,612 - $18,641	330 Added 4.02%	8,547 $445,000
Q4 2020 Feb 10, 2021	BUY	$43.14 - $50.24 $992 - $1,155	23 Added 0.28%	8,217 $412,000
Q3 2020 Nov 13, 2020	BUY	$40.14 - $45.14 $2,368 - $2,663	59 Added 0.73%	8,194 $359,000
Q2 2020 Aug 13, 2020	BUY	$32.36 - $40.59 $485 - $608	15 Added 0.18%	8,135 $322,000
Q1 2020 May 05, 2020	SELL	$30.46 - $45.91 $7,554 - $11,385	-248 Reduced 2.96%	8,120 $290,000
Q4 2019 Feb 06, 2020	BUY	$39.79 - $44.7 $332,962 - $374,049	8,368 New	8,368 $372,000

Others Institutions Holding VWO

# of Institutions

2,211

Shares Held

1.29B

Call Options Held

1.31M

Put Options Held

1.33M

Bank Of America Corp Charlotte, NC

96.3M
Shares

$4.65 Billion
0.38% of portfolio
Vanguard Group Inc Valley Forge, PA

61.8M
Shares

$2.98 Billion
0.05% of portfolio
Betterment LLC New York, NY

58.6M
Shares

$2.83 Billion
6.65% of portfolio
Northwestern Mutual Wealth Management CO

58.2M
Shares

$2.81 Billion
2.52% of portfolio
Morgan Stanley New York, NY

45.1M
Shares

$2.18 Billion
0.16% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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