Mycio Wealth Partners, LLC Vanguard Russell 2000 Value Et Transaction History

Mycio Wealth Partners, LLC

$397 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 14, 2020	SELL	N/A	-8,156 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	N/A	8,156 New	8,156 $914,000

Others Institutions Holding VTWV

# of Institutions

153

Shares Held

2.6M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

480K
Shares

$63.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

282K
Shares

$37.5 Million
0.0% of portfolio
Crestone Asset Management LLC

150K
Shares

$19.9 Million
4.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

147K
Shares

$19.6 Million
0.01% of portfolio
Bragg Financial Advisors, Inc Charlotte, NC

88.8K
Shares

$11.8 Million
0.56% of portfolio

About VANGUARD RUSSELL 2000 VALUE ET

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