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

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 26, 2023	SELL	$195.09 - $209.59 $18,923 - $20,330	-97 Reduced 67.83%	46 $9,000
Q1 2022 May 16, 2022	BUY	$191.25 - $221.63 $17,786 - $20,611	93 Added 186.0%	143 $30,000
Q4 2021 Feb 15, 2022	BUY	$200.26 - $221.75 $10,013 - $11,087	50 New	50 $11,000

Others Institutions Holding VV

# of Institutions

1,179

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.81 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.55 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

$946 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$861 Million
0.07% of portfolio

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
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