Hbw Advisory Services LLC Vanguard Mid Cap Growth Index Transaction History

Hbw Advisory Services LLC

$622 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 05, 2024	SELL	$218.75 - $234.97 $120,312 - $129,233	-550 Reduced 31.76%	1,182 $271,000
Q4 2023 Jan 16, 2024	BUY	$180.9 - $221.2 $106,369 - $130,065	588 Added 51.4%	1,732 $380,000
Q3 2023 Oct 11, 2023	BUY	$191.65 - $213.93 $32,005 - $35,726	167 Added 17.09%	1,144 $223,000
Q2 2023 Jul 05, 2023	BUY	$186.22 - $205.77 $181,936 - $201,037	977 New	977 $201,000
Q2 2022 Jul 13, 2022	SELL	$167.96 - $227.2 $155,363 - $210,160	-925 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$199.76 - $251.37 $105,473 - $132,723	-528 Reduced 36.34%	925 $206,000
Q4 2021 Jan 11, 2022	SELL	$234.3 - $265.79 $2.01 Million - $2.29 Million	-8,599 Reduced 85.55%	1,453 $370,000
Q3 2021 Oct 08, 2021	BUY	$230.42 - $251.05 $2.08 Million - $2.26 Million	9,016 Added 870.27%	10,052 $2.38 Million
Q2 2021 Jul 15, 2021	BUY	$210.91 - $237.31 $1,898 - $2,135	9 Added 0.88%	1,036 $245,000
Q1 2021 Apr 13, 2021	SELL	$204.75 - $230.34 $780,711 - $878,286	-3,813 Reduced 78.78%	1,027 $220,000
Q4 2020 Jan 12, 2021	BUY	$178.76 - $215.29 $26,277 - $31,647	147 Added 3.13%	4,840 $1.03 Million
Q3 2020 Oct 14, 2020	BUY	$166.29 - $188.98 $250,765 - $284,981	1,508 Added 47.35%	4,693 $845,000
Q2 2020 Jul 08, 2020	BUY	$120.77 - $169.89 $384,652 - $541,099	3,185 New	3,185 $526,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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