Leo Brokerage, LLC Vanguard Mid Cap ETF Transaction History

Leo Brokerage, LLC

$875 Million
Q2 2023

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$200.2 - $225.98 $33,033 - $37,286	165 Added 7.98%	2,233 $470,000
Q2 2022 Jul 11, 2022	SELL	$190.36 - $240.41 $140,676 - $177,662	-739 Reduced 26.33%	2,068 $407,000
Q1 2022 May 03, 2022	BUY	$219.86 - $253.39 $43,532 - $50,171	198 Added 7.59%	2,807 $668,000
Q3 2021 Oct 13, 2021	BUY	$229.88 - $249.8 $104,135 - $113,159	453 Added 21.01%	2,609 $618,000
Q2 2021 Aug 04, 2021	BUY	$223.23 - $238.25 $6,696 - $7,147	30 Added 1.41%	2,156 $512,000
Q1 2021 Apr 13, 2021	SELL	$203.74 - $225.89 $57,862 - $64,152	-284 Reduced 11.78%	2,126 $471,000
Q4 2020 Feb 11, 2021	BUY	$176.14 - $208.21 $424,497 - $501,786	2,410 New	2,410 $498,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$5.89 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.25 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.83 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.16 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.95 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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