Newman Dignan & Sheerar, Inc. Vanguard Ftse Emerging Mkts Et Transaction History

Newman Dignan & Sheerar, Inc.

$585 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 08, 2024	BUY	$37.74 - $41.31 $288,220 - $315,484	7,637 New	7,637 $313,000
Q2 2023 Aug 02, 2023	SELL	$39.05 - $42.09 $2,772 - $2,988	-71 Reduced 1.14%	6,130 $249,000
Q1 2023 Apr 28, 2023	BUY	$38.45 - $43.18 $922 - $1,036	24 Added 0.39%	6,201 $250,000
Q4 2022 Jan 20, 2023	BUY	$35.32 - $40.67 $218,171 - $251,218	6,177 New	6,177 $0
Q3 2019 Oct 21, 2019	SELL	$39.0 - $43.14 $212,355 - $234,897	-5,445 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	$39.79 - $44.01 $79,580 - $88,020	-2,000 Reduced 26.86%	5,445 $232,000
Q4 2018 Jan 24, 2019	BUY	$36.68 - $41.1 $46,033 - $51,580	1,255 Added 20.27%	7,445 $284,000
Q3 2018 Oct 25, 2018	SELL	$39.98 - $44.11 $776,011 - $856,175	-19,410 Reduced 75.82%	6,190 $243,000
Q2 2018 Jul 06, 2018	SELL	$41.13 - $47.04 $20,523 - $23,472	-499 Reduced 1.91%	25,600 $1.08 Million
Q1 2018 Apr 17, 2018	BUY	$44.96 - $50.98 $13,488 - $15,293	300 Added 1.16%	26,099 $1.22 Million
Q4 2017 Jan 29, 2018	SELL	$43.58 - $45.91 $20,482 - $21,577	-470 Reduced 1.79%	25,799 $1.18 Million
Q3 2017 Oct 18, 2017	BUY	$43.11 - $45.06 $12,976 - $13,563	301 Added 1.16%	26,269 $1.15 Million
Q2 2017 Aug 08, 2017	BUY	N/A	25,968	25,968 $1.06 Million

Others Institutions Holding VWO

# of Institutions

2,269

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.57 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.99 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.81 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.68 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.17 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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