Kozak & Associates, Inc. Vanguard Russell 1000 Growth E Transaction History

Kozak & Associates, Inc.

$414 Million
Q3 2024

Number of Shares

0

Previous 0 NaN%

Holding current value

$0

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 17, 2024	BUY	$85.48 - $98.39 $0 - $0	0 New	0 $0
Q2 2024 Jul 05, 2024	BUY	$81.38 - $94.58 $0 - $0	0 New	0 $0

Others Institutions Holding VONG

# of Institutions

667

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.24 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.12 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$667 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$554 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$500 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

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