Domani Wealth, LLC Vanguard Russell 1000 Growth E Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$63.45 - $79.12 $207,735 - $259,038	-3,274 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$69.67 - $79.55 $228,099 - $260,446	3,274 New	3,274 $257,000
Q3 2021 Oct 20, 2021	SELL	$69.93 - $75.23 $278,041 - $299,114	-3,976 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$62.94 - $69.93 $150,237 - $166,922	2,387 Added 150.22%	3,976 $278,000
Q1 2021 Apr 12, 2021	SELL	$59.12 - $65.5 $24,298 - $26,920	-411 Reduced 20.55%	1,589 $397,000
Q4 2020 Jan 21, 2021	SELL	$54.06 - $62.05 $76,981 - $88,359	-1,424 Reduced 41.59%	2,000 $496,000
Q3 2020 Oct 13, 2020	SELL	$50.05 - $60.14 $96,646 - $116,130	-1,931 Reduced 36.06%	3,424 $763,000
Q2 2020 Jul 24, 2020	SELL	$37.08 - $49.88 $97,038 - $130,535	-2,617 Reduced 32.83%	5,355 $1.06 Million
Q1 2020 Apr 10, 2020	BUY	$33.74 - $49.41 $268,975 - $393,896	7,972 New	7,972 $1.23 Million

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.17 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.09 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$653 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$543 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$489 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
Sector ETFs
Industry ETFs

More about VONG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Domani Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Domani Wealth, LLC with notifications on news.