Punch & Associates Investment Management, Inc. Vanguard Small Cap Growth ETF Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	BUY	$196.36 - $245.46 $79,133 - $98,920	403 New	403 $97,000
Q2 2023 Aug 14, 2023	BUY	$209.12 - $229.74 $81,138 - $89,139	388 Added 2586.67%	403 $92,000
Q2 2021 Aug 16, 2021	BUY	$260.67 - $292.07 $3,910 - $4,381	15 New	15 $4,000

Others Institutions Holding VBK

# of Institutions

1,227

Shares Held

45.9M

Call Options Held

49.2K

Put Options Held

36.6K

Bank Of America Corp Charlotte, NC

9.57M
Shares

$2.26 Billion
0.23% of portfolio
Jones Financial Companies Lllp

1.91M
Shares

$452 Million
0.51% of portfolio
Morgan Stanley New York, NY

1.8M
Shares

$426 Million
0.04% of portfolio
Axiom Advisory, LLC San Diego, CA

1.69M
Shares

$399 Million
4.13% of portfolio
Assetmark, Inc

1.46M
Shares

$345 Million
1.12% of portfolio

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
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