Mc Clarren Financial Advisors, Inc. Vanguard Intl Eqty Ftse All Wo Transaction History

Mc Clarren Financial Advisors, Inc.

$795 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$112.27 - $120.96 $9,767 - $10,523	-87 Closed	0 $0
Q1 2024 Jul 26, 2024	BUY	$109.57 - $116.86 $9,532 - $10,166	87 New	87 $11,000
Q4 2023 Feb 02, 2024	BUY	$99.44 - $115.1 $198 - $230	2 Added 2.38%	86 $10,000
Q2 2023 Aug 04, 2023	BUY	$107.08 - $113.45 $107 - $113	1 Added 1.2%	84 $9,000
Q4 2022 Jan 30, 2023	BUY	$91.16 - $108.26 $91 - $108	1 Added 1.22%	83 $8,000
Q3 2022 Oct 31, 2022	BUY	$92.19 - $111.85 $7,559 - $9,171	82 New	82 $7,000
Q2 2022 Aug 11, 2022	SELL	$102.76 - $125.99 $8,323 - $10,205	-81 Closed	0 $0
Q1 2022 Apr 29, 2022	SELL	$115.14 - $134.62 $115 - $134	-1 Reduced 1.22%	81 $10,000
Q4 2021 Jan 19, 2022	BUY	$127.84 - $140.12 $255 - $280	2 Added 2.5%	82 $11,000
Q3 2021 Oct 15, 2021	BUY	$133.17 - $142.02 $133 - $142	1 Added 1.27%	80 $10,000
Q4 2020 Jan 29, 2021	BUY	$102.39 - $122.88 $8,088 - $9,707	79 New	79 $9,000

Others Institutions Holding VSS

# of Institutions

636

Shares Held

46.9M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$520 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$442 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.02M
Shares

$363 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$342 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$300 Million
0.61% of portfolio

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