Sequoia Financial Advisors, LLC Vanguard Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 17, 2023	BUY	$57.38 - $58.13 $386,396 - $391,447	6,734 Added 150.85%	11,198 $0
Q3 2022 Oct 26, 2022	SELL	$57.67 - $59.08 $39,792 - $40,765	-690 Reduced 13.39%	4,464 $258,000
Q2 2022 Jul 22, 2022	SELL	$58.29 - $59.37 $42,493 - $43,280	-729 Reduced 12.39%	5,154 $303,000
Q4 2021 Feb 11, 2022	BUY	$60.79 - $61.43 $357,627 - $361,392	5,883 New	5,883 $358,000
Q3 2021 Oct 26, 2021	SELL	$61.39 - $61.54 $453,856 - $454,965	-7,393 Closed	0 $0
Q2 2021 Jul 27, 2021	SELL	$61.41 - $61.64 $37,889 - $38,031	-617 Reduced 7.7%	7,393 $454,000
Q1 2021 May 14, 2021	SELL	$61.49 - $61.63 $50,729 - $50,844	-825 Reduced 9.34%	8,010 $493,000
Q4 2020 Feb 12, 2021	SELL	$61.6 - $62.06 $7,638 - $7,695	-124 Reduced 1.38%	8,835 $544,000
Q3 2020 Oct 23, 2020	BUY	$62.07 - $62.21 $92,670 - $92,879	1,493 Added 20.0%	8,959 $556,000
Q2 2020 Aug 25, 2020	BUY	$62.08 - $62.28 $463,489 - $464,982	7,466 New	7,466 $464,000
Q2 2020 Aug 11, 2020	SELL	$62.08 - $62.28 $774,944 - $777,441	-12,483 Closed	0 $464,000
Q1 2020 May 11, 2020	SELL	$60.83 - $62.34 $229,998 - $235,707	-3,781 Reduced 23.25%	12,483 $778,000
Q4 2019 Feb 13, 2020	BUY	$60.69 - $61.1 $521,873 - $525,398	8,599 Added 112.19%	16,264 $989,000
Q3 2019 Oct 22, 2019	BUY	$60.71 - $60.94 $243,204 - $244,125	4,006 Added 109.48%	7,665 $467,000
Q2 2019 Jul 31, 2019	SELL	N/A	-104 Reduced 2.76%	3,659 $223,000
Q1 2019 May 13, 2019	BUY	N/A	242 Added 6.87%	3,763 $227,000
Q3 2018 Nov 14, 2018	BUY	N/A	3,521 New	3,521 $210,000
Q2 2018 Aug 14, 2018	SELL	N/A	-10,986 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	462 Added 4.39%	10,986 $660,000
Q4 2017 Feb 13, 2018	BUY	N/A	1,517 Added 16.84%	10,524 $634,000
Q3 2017 Nov 13, 2017	SELL	N/A	-7,941 Reduced 46.86%	9,007 $547,000
Q2 2017 Aug 09, 2017	BUY	N/A	16,948	16,948 $1.03 Million

Others Institutions Holding VGSH

# of Institutions

913

Shares Held

231M

Call Options Held

21.5K

Put Options Held

32.6K

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