Global Wealth Management Investment Advisory, Inc. Vanguard Mid Cap ETF Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$195.66 - $233.95 $19,566 - $23,395	100 New	100 $23,000
Q4 2021 Feb 15, 2022	SELL	$236.98 - $261.2 $1,184 - $1,306	-5 Closed	0 $0
Q3 2021 Nov 16, 2021	BUY	$229.88 - $249.8 $1,149 - $1,249	5 New	5 $1,000
Q1 2019 May 10, 2019	SELL	N/A	-58 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	58 New	58 $8,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

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About VANGUARD MID-CAP ETF

Ticker VO
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