Pacific Financial Group Inc Vanguard Russell 1000 Growth E Transaction History

Pacific Financial Group Inc

$136 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$54.1 - $72.84 $1.1 Million - $1.48 Million	-20,291 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$63.45 - $79.12 $145,554 - $181,501	-2,294 Reduced 10.16%	20,291 $1.45 Million
Q4 2021 Jan 18, 2022	SELL	$69.67 - $79.55 $25,986 - $29,672	-373 Reduced 1.62%	22,585 $1.71 Million
Q3 2021 Oct 19, 2021	SELL	$69.93 - $75.23 $130,419 - $140,303	-1,865 Reduced 7.51%	22,958 $1.62 Million
Q2 2021 Jul 22, 2021	BUY	$62.94 - $69.93 $1.16 Million - $1.29 Million	18,408 Added 286.95%	24,823 $1.73 Million
Q1 2021 Apr 20, 2021	SELL	$59.12 - $65.5 $45,285 - $50,173	-766 Reduced 10.67%	6,415 $1.6 Million
Q4 2020 Jan 12, 2021	BUY	$54.06 - $62.05 $388,204 - $445,581	7,181 New	7,181 $1.78 Million

Others Institutions Holding VONG

# of Institutions

666

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.02 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.04 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$621 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$516 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$465 Million
1.35% of portfolio

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