Braun Bostich & Associates Inc. Vanguard Mid Cap ETF Transaction History

Braun Bostich & Associates Inc.

$140 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 16, 2021	SELL	$176.14 - $208.21 $347,876 - $411,214	-1,975 Closed	0 $0
Q3 2020 Oct 09, 2020	SELL	$164.39 - $185.0 $430,373 - $484,330	-2,618 Reduced 57.0%	1,975 $348,000
Q4 2019 Jan 29, 2020	SELL	$162.13 - $178.73 $163,751 - $180,517	-1,010 Reduced 18.03%	4,593 $821,000
Q3 2019 Nov 14, 2019	SELL	$166.82 - $169.81 $99,925 - $101,716	-599 Reduced 9.66%	5,603 $939,000
Q2 2019 Aug 14, 2019	SELL	N/A	-2,181 Reduced 26.02%	6,202 $1.04 Million
Q1 2019 May 09, 2019	SELL	N/A	-6,830 Reduced 44.9%	8,383 $1.35 Million
Q4 2018 Feb 08, 2019	BUY	N/A	273 Added 1.83%	15,213 $2.1 Million
Q3 2018 Nov 14, 2018	BUY	N/A	584 Added 4.07%	14,940 $2.45 Million
Q2 2018 Aug 10, 2018	BUY	N/A	107 Added 0.75%	14,356 $2.26 Million
Q1 2018 May 16, 2018	BUY	N/A	1,176 Added 9.0%	14,249 $0
Q4 2017 May 21, 2018	BUY	N/A	13,073	13,073 $2.02 Million

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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