Hrt Financial LP Vanguard Mid Cap ETF Transaction History

Hrt Financial LP

$18.1 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$186.57 - $217.26 $955,051 - $1.11 Million	-5,119 Reduced 83.21%	1,033 $210,000
Q3 2022 Nov 14, 2022	BUY	$187.98 - $227.42 $1.16 Million - $1.4 Million	6,152 New	6,152 $1.16 Million
Q4 2021 Feb 14, 2022	SELL	$236.98 - $261.2 $16.7 Million - $18.4 Million	-70,633 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$229.88 - $249.8 $16.2 Million - $17.6 Million	70,633 New	70,633 $16.7 Million
Q2 2021 Aug 16, 2021	SELL	$223.23 - $238.25 $9.9 Million - $10.6 Million	-44,371 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$203.74 - $225.89 $6.09 Million - $6.76 Million	29,906 Added 206.75%	44,371 $9.82 Million
Q4 2020 Feb 16, 2021	BUY	$176.14 - $208.21 $432,599 - $511,363	2,456 Added 20.45%	14,465 $2.99 Million
Q3 2020 Nov 13, 2020	SELL	$164.39 - $185.0 $3.59 Million - $4.03 Million	-21,809 Reduced 64.49%	12,009 $0
Q2 2020 Aug 14, 2020	BUY	$124.34 - $175.42 $4.2 Million - $5.93 Million	33,818 New	33,818 $5.54 Million

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

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