Gradient Investments LLC Vanguard Emerging Mkts Govt Bd Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	SELL	$61.69 - $64.0 $740 - $768	-12 Reduced 5.85%	193 $12,000
Q1 2024 Apr 23, 2024	BUY	$61.82 - $64.13 $741 - $769	12 Added 6.22%	205 $13,000
Q4 2023 Jan 18, 2024	SELL	$57.2 - $64.11 $972 - $1,089	-17 Reduced 8.1%	193 $12,000
Q3 2023 Oct 27, 2023	SELL	$59.16 - $62.89 $10,175 - $10,817	-172 Reduced 45.03%	210 $12,000
Q1 2023 Apr 17, 2023	SELL	$60.51 - $64.37 $121 - $128	-2 Reduced 0.52%	382 $23,000
Q4 2022 Jan 10, 2023	BUY	$57.73 - $63.15 $115 - $126	2 Added 0.52%	384 $0
Q3 2021 Oct 18, 2021	BUY	N/A	189 Added 97.93%	382 $30,000
Q1 2019 Apr 11, 2019	SELL	N/A	-2 Reduced 1.03%	193 $15,000
Q2 2018 Aug 09, 2018	BUY	N/A	2 Added 1.04%	195 $15,000
Q4 2017 Feb 07, 2018	BUY	N/A	193	193 $15,000

Others Institutions Holding VWOB

# of Institutions

384

Shares Held

63.4M

Call Options Held

0

Put Options Held

0

Jones Financial Companies Lllp

13.5M
Shares

$842 Million
0.86% of portfolio
Jpmorgan Chase & CO New York, NY

11.4M
Shares

$709 Million
0.06% of portfolio
Sei Investments CO Oaks, PA

3.29M
Shares

$205 Million
0.27% of portfolio
Bank Of America Corp Charlotte, NC

2.5M
Shares

$156 Million
0.01% of portfolio
Varma Mutual Pension Insurance CO Varma, H9

2.05M
Shares

$128 Million
1.18% of portfolio

About VANGUARD EMERGING MKTS GOVT BD

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