Gradient Investments LLC Vanguard Large Cap ETF Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$227.27 - $251.65 $94,544 - $104,686	416 Added 533.33%	494 $123,000
Q1 2024 Apr 23, 2024	BUY	$214.62 - $240.49 $16,740 - $18,758	78 New	78 $18,000
Q4 2023 Jan 18, 2024	SELL	$188.0 - $219.17 $20,492 - $23,889	-109 Closed	0 $0
Q3 2023 Oct 27, 2023	BUY	$195.09 - $209.59 $16,192 - $17,395	83 Added 319.23%	109 $21,000
Q2 2023 Jul 11, 2023	BUY	$184.38 - $202.72 $4,793 - $5,270	26 New	26 $5,000
Q1 2022 May 26, 2022	SELL	$191.25 - $221.63 $6,120 - $7,092	-32 Closed	0 $0
Q1 2021 Apr 21, 2021	BUY	$173.39 - $186.2 $5,548 - $5,958	32 New	32 $6,000
Q4 2019 Jan 15, 2020	SELL	$132.26 - $148.31 $7,009 - $7,860	-53 Closed	0 $0
Q3 2019 Oct 10, 2019	BUY	$135.59 - $138.25 $7,186 - $7,327	53 New	53 $7,000
Q1 2019 Apr 11, 2019	SELL	N/A	-53 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	53 New	53 $7,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.77 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.52 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$937 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$853 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
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