Paragon Wealth Strategies, LLC Vanguard Large Cap ETF Transaction History

Paragon Wealth Strategies, LLC

$346 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 29, 2021	SELL	$199.12 - $212.29 $6,371 - $6,793	-32 Closed	0 $0
Q2 2021 Jul 12, 2021	BUY	$187.36 - $200.75 $5,995 - $6,424	32 New	32 $6,000

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.82 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.56 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$947 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$862 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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