Gradient Investments LLC Vanguard Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$57.55 - $58.0 $12,027 - $12,122	209 New	209 $12,000
Q4 2023 Jan 18, 2024	SELL	$57.34 - $58.41 $10,435 - $10,630	-182 Reduced 70.0%	78 $4,000
Q3 2023 Oct 27, 2023	BUY	$57.47 - $57.91 $10,459 - $10,539	182 Added 233.33%	260 $14,000
Q2 2023 Jul 11, 2023	SELL	$57.72 - $58.69 $6,926 - $7,042	-120 Reduced 60.61%	78 $4,000
Q1 2023 Apr 17, 2023	SELL	$57.32 - $58.77 $177,634 - $182,128	-3,099 Reduced 93.99%	198 $11,000
Q4 2022 Jan 10, 2023	BUY	$57.38 - $58.13 $179,312 - $181,656	3,125 Added 1816.86%	3,297 $0
Q4 2021 Jan 12, 2022	SELL	$60.79 - $61.43 $2,127 - $2,150	-35 Reduced 16.91%	172 $10,000
Q3 2021 Oct 18, 2021	SELL	$61.39 - $61.54 $3,008 - $3,015	-49 Reduced 19.14%	207 $13,000
Q3 2020 Oct 06, 2020	BUY	$62.07 - $62.21 $3,662 - $3,670	59 Added 29.95%	256 $16,000
Q2 2020 Jul 10, 2020	SELL	$62.08 - $62.28 $1,117 - $1,121	-18 Reduced 8.37%	197 $12,000
Q1 2020 Apr 07, 2020	BUY	$60.83 - $62.34 $1,094 - $1,122	18 Added 9.14%	215 $13,000
Q4 2019 Jan 15, 2020	BUY	$60.69 - $61.1 $10,438 - $10,509	172 Added 688.0%	197 $12,000
Q1 2019 Apr 11, 2019	SELL	N/A	-249 Reduced 90.88%	25 $2,000
Q4 2018 Jan 18, 2019	BUY	N/A	274 New	274 $16,000

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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