Kerntke Otto Mc Glone Wealth Management Group Vanguard Mid Cap Value Index F Transaction History

Kerntke Otto Mc Glone Wealth Management Group

$118 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$122.51 - $142.75 $612 - $713	5 New	5 $0
Q3 2021 Nov 09, 2021	SELL	$135.17 - $146.62 $267,636 - $290,307	-1,980 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$136.19 - $145.71 $7,354 - $7,868	54 Added 2.8%	1,980 $278,000
Q1 2021 May 14, 2021	BUY	$116.81 - $138.13 $224,976 - $266,038	1,926 New	1,926 $260,000

Others Institutions Holding VOE

# of Institutions

1,106

Shares Held

68M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$824 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$806 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$643 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$561 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$542 Million
0.04% of portfolio

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About VANGUARD MID-CAP VALUE INDEX F

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