Columbia Advisory Partners LLC Vanguard Ftse Emerging Mkts Et Transaction History

Columbia Advisory Partners LLC

$101 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$40.83 - $44.89 $13,637 - $14,993	334 Added 5.63%	6,271 $274,000
Q1 2024 Apr 12, 2024	SELL	$39.04 - $42.23 $30,880 - $33,403	-791 Reduced 11.76%	5,937 $247,000
Q4 2023 Jan 09, 2024	BUY	$37.74 - $41.31 $1,924 - $2,106	51 Added 0.76%	6,728 $276,000
Q3 2023 Oct 16, 2023	SELL	$39.04 - $43.07 $1,717 - $1,895	-44 Reduced 0.65%	6,677 $261,000
Q2 2023 Aug 02, 2023	SELL	$39.05 - $42.09 $22,922 - $24,706	-587 Reduced 8.03%	6,721 $273,000
Q1 2023 May 09, 2023	BUY	$38.45 - $43.18 $2,691 - $3,022	70 Added 0.97%	7,308 $295,000
Q4 2022 Jan 27, 2023	BUY	$35.32 - $40.67 $255,646 - $294,369	7,238 New	7,238 $282,000
Q2 2022 Aug 03, 2022	SELL	$40.48 - $47.83 $19,147 - $22,623	-473 Reduced 7.2%	6,096 $254,000
Q1 2022 Apr 29, 2022	SELL	$42.79 - $51.23 $2.48 Million - $2.97 Million	-57,877 Reduced 89.81%	6,569 $303,000
Q4 2021 Jan 25, 2022	BUY	$47.81 - $52.33 $3.08 Million - $3.37 Million	64,446 New	64,446 $3.19 Million

Others Institutions Holding VWO

# of Institutions

2,271

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.5 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.94 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.77 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.63 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.14 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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