Baron Silver Stevens Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Baron Silver Stevens Financial Advisors, LLC

$569 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 27, 2021	SELL	$204.75 - $230.34 $47,502 - $53,438	-232 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$178.76 - $215.29 $41,472 - $49,947	232 New	232 $49,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$798 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.75M
Shares

$709 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.43M
Shares

$626 Million
0.04% of portfolio
Assetmark, Inc

2.19M
Shares

$563 Million
1.53% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$470 Million
0.04% of portfolio

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