Keeler & Nadler Financial Planning & Wealth Management Vanguard S&P Small Cap 600 Val Transaction History

Keeler & Nadler Financial Planning & Wealth Management

$182 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Oct 03, 2024	SELL	$73.18 - $169.88 $82,107 - $190,605	-1,122 Closed	0 $0
Q4 2021 Oct 03, 2024	BUY	$85.88 - $95.79 $96,357 - $107,476	1,122 New	1,122 $203 Million

Others Institutions Holding VIOV

# of Institutions

173

Shares Held

6.5M

Call Options Held

Put Options Held

N.E.W. Advisory Services LLC

473K
Shares

$42.9 Million
4.29% of portfolio
Ubs Group Ag

352K
Shares

$31.9 Million
0.01% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

320K
Shares

$29 Million
6.15% of portfolio
Atria Investments LLC Charlotte, NC

315K
Shares

$28.5 Million
0.36% of portfolio
Morgan Stanley New York, NY

293K
Shares

$26.6 Million
0.0% of portfolio

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About VANGUARD S&P SMALL CAP 600 VAL

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