Certified Advisory Corp Vanguard S&P Small Cap 600 Val Transaction History

Certified Advisory Corp

$882 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$74.83 - $89.39 $90,619 - $108,251	-1,211 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$83.93 - $92.65 $167 - $185	2 Added 0.17%	1,211 $215,000
Q4 2021 Feb 14, 2022	BUY	$85.88 - $95.79 $103,828 - $115,810	1,209 New	1,209 $218,000
Q3 2021 Nov 15, 2021	SELL	$83.18 - $91.93 $145,814 - $161,153	-1,753 Closed	0 $0
Q2 2021 Aug 16, 2021	SELL	$85.68 - $95.51 $32,472 - $36,198	-379 Reduced 17.78%	1,753 $320,000
Q1 2021 May 10, 2021	SELL	$69.33 - $93.17 $255,966 - $343,983	-3,692 Reduced 63.39%	2,132 $371,000
Q2 2020 Jul 27, 2020	SELL	$39.33 - $60.2 $204,909 - $313,642	-5,210 Reduced 47.22%	5,824 $608,000
Q1 2020 Apr 27, 2020	SELL	$38.21 - $70.04 $29,192 - $53,510	-764 Reduced 6.48%	11,034 $955,000
Q4 2019 Jan 29, 2020	BUY	$62.21 - $69.6 $1,866 - $2,088	30 Added 0.25%	11,798 $1.64 Million
Q3 2019 Nov 12, 2019	SELL	$64.06 - $66.9 $56,436 - $58,938	-881 Reduced 6.96%	11,768 $1.53 Million
Q2 2019 Aug 07, 2019	BUY	N/A	3,047 Added 31.73%	12,649 $1.62 Million
Q1 2019 May 07, 2019	BUY	N/A	3,975 Added 70.64%	9,602 $1.22 Million
Q4 2018 Feb 04, 2019	BUY	N/A	1,440 Added 34.39%	5,627 $639,000
Q3 2018 Nov 13, 2018	BUY	N/A	835 Added 24.91%	4,187 $602,000
Q2 2018 Aug 14, 2018	BUY	N/A	321 Added 10.59%	3,352 $472,000
Q1 2018 Apr 30, 2018	BUY	N/A	923 Added 43.79%	3,031 $395,000
Q4 2017 Feb 22, 2018	BUY	N/A	2,108	2,108 $278,000

Others Institutions Holding VIOV

# of Institutions

184

Shares Held

6.3M

Call Options Held

0

Put Options Held

0

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