Financial Life Advisors Vanguard Mid Cap Growth Index Transaction History

Financial Life Advisors

$261 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	SELL	$177.43 - $203.61 $27,324 - $31,355	-154 Reduced 7.97%	1,778 $346,000
Q4 2022 Feb 07, 2023	SELL	$165.84 - $193.83 $354,565 - $414,408	-2,138 Reduced 52.53%	1,932 $347,000
Q3 2022 Oct 28, 2022	SELL	$170.12 - $208.72 $11,057 - $13,566	-65 Reduced 1.57%	4,070 $694,000
Q2 2022 Jul 22, 2022	BUY	$167.96 - $227.2 $23,514 - $31,808	140 Added 3.5%	4,135 $725,000
Q1 2022 Apr 20, 2022	SELL	$199.76 - $251.37 $14,782 - $18,601	-74 Reduced 1.82%	3,995 $890,000
Q4 2021 Jan 31, 2022	SELL	$234.3 - $265.79 $6,326 - $7,176	-27 Reduced 0.66%	4,069 $1.04 Million
Q3 2021 Oct 29, 2021	SELL	$230.42 - $251.05 $8,986 - $9,790	-39 Reduced 0.94%	4,096 $968,000
Q2 2021 Aug 09, 2021	SELL	$210.91 - $237.31 $84,364 - $94,924	-400 Reduced 8.82%	4,135 $977,000
Q1 2021 May 12, 2021	SELL	$204.75 - $230.34 $78,009 - $87,759	-381 Reduced 7.75%	4,535 $973,000
Q4 2020 Feb 09, 2021	SELL	$178.76 - $215.29 $27,171 - $32,724	-152 Reduced 3.0%	4,916 $1.04 Million
Q3 2020 Oct 29, 2020	BUY	$166.29 - $188.98 $842,757 - $957,750	5,068 New	5,068 $912,000
Q1 2020 May 27, 2020	SELL	$108.51 - $170.49 $664,840 - $1.04 Million	-6,127 Closed	0 $0
Q4 2019 Jan 27, 2020	SELL	$144.1 - $159.03 $49,570 - $54,706	-344 Reduced 5.32%	6,127 $973,000
Q3 2019 Nov 05, 2019	SELL	$147.12 - $150.91 $12,505 - $12,827	-85 Reduced 1.3%	6,471 $958,000
Q2 2019 Jul 29, 2019	SELL	N/A	-184 Reduced 2.73%	6,556 $979,000
Q1 2019 May 13, 2019	SELL	N/A	-1,765 Reduced 20.75%	6,740 $962,000
Q4 2018 Feb 05, 2019	SELL	N/A	-396 Reduced 4.45%	8,505 $0
Q3 2018 Oct 12, 2018	SELL	N/A	-159 Reduced 1.75%	8,901 $1.27 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,005 Reduced 9.99%	9,060 $1.22 Million
Q1 2018 May 09, 2018	SELL	N/A	-849 Reduced 7.78%	10,065 $1.27 Million
Q4 2017 Feb 20, 2018	BUY	N/A	10,914	10,914 $1.39 Million

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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