Atticus Wealth Management, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Atticus Wealth Management, LLC

$271 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$80.26 - $183.76 $722 - $1,653	9 Added 100.0%	18 $1,000
Q1 2022 Apr 15, 2022	BUY	N/A	9 New	9 $2,000

Others Institutions Holding IVOO

# of Institutions

247

Shares Held

8.95M

Call Options Held

5.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.12M
Shares

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$87.9 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$53.9 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.4 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

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