Gradient Investments LLC Vanguard Mid Cap Growth Index Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$218.75 - $234.97 $6,125 - $6,579	28 Added 11.11%	280 $64,000
Q1 2024 Apr 23, 2024	SELL	$212.21 - $235.79 $370,943 - $412,160	-1,748 Reduced 87.4%	252 $59,000
Q4 2023 Jan 18, 2024	BUY	$180.9 - $221.2 $126,810 - $155,061	701 Added 53.96%	2,000 $439,000
Q3 2023 Oct 27, 2023	BUY	$191.65 - $213.93 $45,421 - $50,701	237 Added 22.32%	1,299 $253,000
Q2 2023 Jul 11, 2023	BUY	$186.22 - $205.77 $168,901 - $186,633	907 Added 585.16%	1,062 $218,000
Q1 2023 Apr 17, 2023	BUY	$177.43 - $203.61 $1,951 - $2,239	11 Added 7.64%	155 $30,000
Q4 2022 Jan 10, 2023	SELL	$165.84 - $193.83 $12,272 - $14,343	-74 Reduced 33.94%	144 $0
Q3 2022 Oct 14, 2022	BUY	$170.12 - $208.72 $7,315 - $8,974	43 Added 24.57%	218 $37,000
Q1 2022 May 26, 2022	SELL	$199.76 - $251.37 $35,357 - $44,492	-177 Reduced 50.28%	175 $39,000
Q4 2021 Jan 12, 2022	SELL	$234.3 - $265.79 $11,012 - $12,492	-47 Reduced 11.78%	352 $90,000
Q3 2021 Oct 18, 2021	SELL	$230.42 - $251.05 $2,995 - $3,263	-13 Reduced 3.16%	399 $94,000
Q2 2021 Jul 12, 2021	BUY	$210.91 - $237.31 $2,320 - $2,610	11 Added 2.74%	412 $97,000
Q1 2021 Apr 21, 2021	BUY	$204.75 - $230.34 $79,033 - $88,911	386 Added 2573.33%	401 $86,000
Q3 2020 Oct 06, 2020	BUY	$166.29 - $188.98 $2,494 - $2,834	15 New	15 $3,000
Q3 2019 Oct 10, 2019	SELL	$147.12 - $150.91 $735 - $754	-5 Closed	0 $0
Q2 2019 Jul 16, 2019	BUY	N/A	5 New	5 $1,000
Q3 2018 Oct 11, 2018	SELL	N/A	-11 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	11 New	11 $1,000
Q1 2018 Apr 11, 2018	SELL	N/A	-21 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	21	21 $3,000

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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