Private Ocean, LLC Vanguard Russell 2000 Value Et Transaction History

Private Ocean, LLC

$1.08 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 06, 2020	SELL	$62.87 - $112.81 $2,389 - $4,286	-38 Closed	0 $0
Q1 2018 May 11, 2018	BUY	N/A	38 New	38 $4,000

Others Institutions Holding VTWV

# of Institutions

169

Shares Held

2.57M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

434K
Shares

$58.6 Million
0.0% of portfolio
Pathstone Holdings, LLC Englewood, NJ

173K
Shares

$23.3 Million
0.1% of portfolio
Morgan Stanley New York, NY

132K
Shares

$17.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

112K
Shares

$15.1 Million
0.01% of portfolio
Rockefeller Capital Management L.P. New York, NY

92K
Shares

$12.4 Million
0.03% of portfolio

About VANGUARD RUSSELL 2000 VALUE ET

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