Capital Advisory Group Advisory Services, LLC Vanguard Mid Cap Growth Index Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	BUY	$199.76 - $251.37 $13,983 - $17,595	70 New	70 $16,000
Q4 2021 Feb 15, 2022	SELL	$234.3 - $265.79 $16,401 - $18,605	-70 Closed	0 $0
Q1 2018 May 28, 2020	BUY	N/A	70 New	70 $9,000

Others Institutions Holding VOT

# of Institutions

978

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$801 Million
6.91% of portfolio
Royal Bank Of Canada Toronto, A6

2.75M
Shares

$712 Million
0.14% of portfolio
Morgan Stanley New York, NY

2.43M
Shares

$629 Million
0.04% of portfolio
Assetmark, Inc

2.19M
Shares

$565 Million
1.53% of portfolio
Bank Of America Corp Charlotte, NC

1.83M
Shares

$472 Million
0.04% of portfolio

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