Oak Harvest Investment Services Vanguard Russell 1000 Growth E Transaction History

Oak Harvest Investment Services

$588 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 14, 2022	BUY	$54.21 - $66.18 $200,848 - $245,196	3,705 New	3,705 $201,000

Others Institutions Holding VONG

# of Institutions

640

Shares Held

144M

Call Options Held

11.7K

Put Options Held

1.5K

Bank Of America Corp Charlotte, NC

30M
Shares

$2.88 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.6M
Shares

$1.02 Billion
7.24% of portfolio
Morgan Stanley New York, NY

6.08M
Shares

$585 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

4.69M
Shares

$451 Million
0.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.61M
Shares

$443 Million
1.33% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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