Interactive Financial Advisors Vanguard Growth ETF Transaction History

Interactive Financial Advisors

$187 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$287.0 - $325.67 $287 - $325	-1 Reduced 3.03%	32 $10,000
Q3 2021 Nov 09, 2021	SELL	$286.49 - $308.98 $859 - $926	-3 Reduced 8.33%	33 $10,000
Q2 2021 Jul 30, 2021	SELL	$257.69 - $287.23 $257 - $287	-1 Reduced 2.7%	36 $10,000
Q1 2021 May 11, 2021	SELL	$243.15 - $268.9 $243 - $268	-1 Reduced 2.63%	37 $10,000
Q4 2020 Jan 21, 2021	SELL	$220.77 - $253.46 $28,479 - $32,696	-129 Reduced 77.25%	38 $10,000
Q3 2020 Oct 29, 2020	SELL	$204.41 - $245.48 $613 - $736	-3 Reduced 1.76%	167 $38,000
Q2 2020 Jul 27, 2020	SELL	$149.64 - $204.01 $598 - $816	-4 Reduced 2.3%	170 $34,000
Q1 2020 May 05, 2020	SELL	$137.53 - $201.6 $412 - $604	-3 Reduced 1.69%	174 $27,000
Q4 2019 Jan 27, 2020	SELL	$161.84 - $183.14 $647 - $732	-4 Reduced 2.21%	177 $32,000
Q2 2019 Jul 17, 2019	SELL	N/A	-3 Reduced 1.63%	181 $30,000
Q1 2019 May 06, 2019	SELL	N/A	-8 Reduced 4.17%	184 $29,000
Q4 2018 Feb 05, 2019	SELL	N/A	-131 Reduced 40.56%	192 $26,000
Q3 2018 Nov 15, 2018	BUY	N/A	72 Added 28.69%	323 $52,000
Q2 2018 Jul 19, 2018	SELL	N/A	-5 Reduced 1.95%	251 $38,000
Q1 2018 Apr 17, 2018	SELL	N/A	-5 Reduced 1.92%	256 $36,000
Q4 2017 Jan 22, 2018	SELL	N/A	-21 Reduced 7.45%	261 $37,000
Q3 2017 Oct 12, 2017	BUY	N/A	282	282 $37,000

Others Institutions Holding VUG

# of Institutions

2,373

Shares Held

241M

Call Options Held

240K

Put Options Held

155K

Bank Of America Corp Charlotte, NC

43.8M
Shares

$17.8 Billion
1.42% of portfolio
Jones Financial Companies Lllp

23.1M
Shares

$9.39 Billion
9.12% of portfolio
Morgan Stanley New York, NY

13.8M
Shares

$5.6 Billion
0.39% of portfolio
Envestnet Asset Management Inc

8.27M
Shares

$3.36 Billion
1.05% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.08M
Shares

$3.28 Billion
6.36% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
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