Gitterman Wealth Management, LLC Vanguard Growth ETF Transaction History

Gitterman Wealth Management, LLC

$238 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	SELL	$208.44 - $233.81 $153,828 - $172,551	-738 Reduced 42.32%	1,006 $214,000
Q3 2022 Oct 27, 2022	SELL	$213.95 - $266.28 $385,751 - $480,102	-1,803 Reduced 50.83%	1,744 $375,000
Q2 2022 Aug 03, 2022	SELL	$214.97 - $293.87 $152,628 - $208,647	-710 Reduced 16.68%	3,547 $790,000
Q1 2022 May 12, 2022	SELL	$254.37 - $323.09 $223,591 - $283,996	-879 Reduced 17.11%	4,257 $1.22 Million
Q4 2021 Feb 01, 2022	SELL	$287.0 - $325.67 $472,689 - $536,378	-1,647 Reduced 24.28%	5,136 $1.65 Million
Q3 2021 Nov 09, 2021	SELL	$286.49 - $308.98 $315,711 - $340,495	-1,102 Reduced 13.98%	6,783 $1.97 Million
Q2 2021 Jul 30, 2021	SELL	$257.69 - $287.23 $3.65 Million - $4.06 Million	-14,151 Reduced 64.22%	7,885 $2.26 Million
Q1 2021 May 14, 2021	BUY	$243.15 - $268.9 $5.36 Million - $5.93 Million	22,036 New	22,036 $5.66 Million

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.7 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.35 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.58 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.34 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.26 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
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