Laidlaw Wealth Management LLC Vanguard Large Cap ETF Transaction History

Laidlaw Wealth Management LLC

$189 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 12, 2024	SELL	$188.0 - $219.17 $4.03 Million - $4.7 Million	-21,449 Reduced 94.63%	1,218 $265,000
Q3 2023 Nov 13, 2023	SELL	$195.09 - $209.59 $179,872 - $193,241	-922 Reduced 3.91%	22,667 $4.44 Million
Q2 2023 Aug 11, 2023	SELL	$184.38 - $202.72 $170,920 - $187,921	-927 Reduced 3.78%	23,589 $4.78 Million
Q1 2023 May 12, 2023	SELL	$172.79 - $190.36 $20,734 - $22,843	-120 Reduced 0.49%	24,516 $4.58 Million
Q4 2022 Feb 14, 2023	BUY	$162.98 - $185.93 $4.02 Million - $4.58 Million	24,636 New	24,636 $4.29 Million
Q2 2022 Aug 12, 2022	BUY	$167.29 - $210.78 $232,700 - $293,194	1,391 Added 6.13%	24,084 $4.15 Million
Q1 2022 May 12, 2022	SELL	$191.25 - $221.63 $14,343 - $16,622	-75 Reduced 0.33%	22,693 $4.73 Million
Q4 2021 Feb 14, 2022	BUY	$200.26 - $221.75 $4.56 Million - $5.05 Million	22,768 New	22,768 $5.03 Million

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.77 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.52 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$937 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$853 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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