Atwood & Palmer Inc Vanguard Mid Cap ETF Transaction History

Atwood & Palmer Inc

$1.45 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 12, 2022	SELL	$187.98 - $227.42 $37,596 - $45,484	-200 Reduced 70.18%	85 $16,000
Q2 2022 Jul 21, 2022	SELL	$190.36 - $240.41 $13,325 - $16,828	-70 Reduced 19.72%	285 $56,000
Q4 2021 Jan 24, 2022	SELL	$236.98 - $261.2 $35,547 - $39,180	-150 Reduced 29.7%	355 $90,000
Q2 2021 Jul 26, 2021	SELL	$223.23 - $238.25 $117,642 - $125,557	-527 Reduced 51.07%	505 $120,000
Q3 2020 Oct 28, 2020	SELL	$164.39 - $185.0 $6,411 - $7,215	-39 Reduced 3.64%	1,032 $182,000
Q3 2018 Oct 29, 2018	BUY	N/A	39 Added 3.78%	1,071 $176,000
Q2 2018 Jul 19, 2018	SELL	N/A	-2,500 Reduced 70.78%	1,032 $163,000
Q1 2018 Apr 30, 2018	BUY	N/A	305 Added 9.45%	3,532 $545,000
Q3 2017 Oct 16, 2017	SELL	N/A	-300 Reduced 8.51%	3,227 $474,000
Q2 2017 Aug 08, 2017	BUY	N/A	3,527	3,527 $503,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$5.89 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.25 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.83 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.16 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.95 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

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