Beam Wealth Advisors, Inc. Vanguard Mid Cap ETF Transaction History

Beam Wealth Advisors, Inc.

$166 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	N/A	-895 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	N/A	51 Added 6.04%	895 $213,000
Q4 2021 Jan 14, 2022	BUY	N/A	844 New	844 $215,000

Others Institutions Holding VO

# of Institutions

1,959

Shares Held

167M

Call Options Held

224K

Put Options Held

206K

Wells Fargo & Company San Francisco, CA

23.6M
Shares

$5.69 Billion
1.44% of portfolio
Bank Of America Corp Charlotte, NC

15.7M
Shares

$3.79 Billion
0.37% of portfolio
Jones Financial Companies Lllp

10.5M
Shares

$2.53 Billion
3.57% of portfolio
Creative Planning Overland Park, KS

8.25M
Shares

$1.99 Billion
2.29% of portfolio
Morgan Stanley New York, NY

7.2M
Shares

$1.74 Billion
0.15% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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