Leelyn Smith, LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Leelyn Smith, LLC

$543 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$91.16 - $108.26 $546 - $649	-6 Reduced 26.09%	17 $1,000
Q3 2022 Nov 14, 2022	BUY	$92.19 - $111.85 $276 - $335	3 Added 15.0%	23 $2,000
Q1 2022 May 11, 2022	SELL	$115.14 - $134.62 $4,145 - $4,846	-36 Reduced 64.29%	20 $2,000
Q4 2021 Feb 14, 2022	BUY	$127.84 - $140.12 $3,579 - $3,923	28 Added 100.0%	56 $8,000
Q4 2020 Jan 15, 2021	SELL	$102.39 - $122.88 $102 - $122	-1 Reduced 3.45%	28 $3,000
Q3 2020 Nov 05, 2020	SELL	$97.15 - $108.8 $97 - $108	-1 Reduced 3.33%	29 $3,000
Q2 2020 Aug 06, 2020	SELL	$74.55 - $100.43 $88,863 - $119,712	-1,192 Reduced 97.55%	30 $3,000
Q1 2020 May 06, 2020	BUY	$67.64 - $112.37 $79,747 - $132,484	1,179 Added 2741.86%	1,222 $43,000
Q4 2019 Feb 06, 2020	BUY	$100.01 - $111.61 $4,300 - $4,799	43 New	43 $5,000

Others Institutions Holding VSS

# of Institutions

659

Shares Held

46.7M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$494 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$419 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$370 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$325 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$285 Million
0.61% of portfolio

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