Kovitz Investment Group Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Kovitz Investment Group Partners, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$146.82 - $155.77 $601,668 - $638,345	4,098 New	4,098 $616,000
Q2 2022 Aug 02, 2022	SELL	$126.2 - $153.17 $11,989 - $14,551	-95 Reduced 4.53%	2,000 $259,000
Q1 2022 Apr 22, 2022	SELL	$140.72 - $152.6 $52,629 - $57,072	-374 Reduced 15.15%	2,095 $314,000
Q4 2021 Feb 04, 2022	BUY	$140.47 - $150.69 $63,071 - $67,659	449 Added 22.23%	2,469 $294,000
Q3 2021 Oct 28, 2021	SELL	$135.17 - $146.62 $1,351 - $1,466	-10 Reduced 0.49%	2,020 $282,000
Q1 2021 May 06, 2021	SELL	$116.81 - $138.13 $51,279 - $60,639	-439 Reduced 17.78%	2,030 $274,000
Q4 2020 Feb 12, 2021	SELL	$100.82 - $119.56 $2,318 - $2,749	-23 Reduced 0.92%	2,469 $294,000
Q3 2020 Nov 10, 2020	SELL	$93.59 - $106.12 $100,328 - $113,760	-1,072 Reduced 30.08%	2,492 $253,000
Q2 2020 Aug 12, 2020	SELL	$75.66 - $107.24 $573,124 - $812,343	-7,575 Reduced 68.0%	3,564 $341,000
Q1 2020 May 15, 2020	SELL	$68.69 - $121.9 $1.6 Million - $2.84 Million	-23,335 Reduced 67.69%	11,139 $906,000
Q4 2019 Feb 13, 2020	SELL	$108.67 - $119.8 $664,082 - $732,097	-6,111 Reduced 15.06%	34,474 $4.11 Million
Q3 2019 Nov 14, 2019	SELL	$112.16 - $114.13 $347,135 - $353,232	-3,095 Reduced 7.09%	40,585 $4.59 Million
Q2 2019 Aug 14, 2019	BUY	N/A	893 Added 2.09%	43,680 $4.86 Million
Q1 2019 May 15, 2019	BUY	N/A	42,787 New	42,787 $4.62 Million

1,107

68M

28.7K

1.8K

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