Svb Wealth LLC Vanguard Russell 1000 Value Et Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$71.01 - $78.64 $348,446 - $385,886	-4,907 Reduced 31.61%	10,616 $834,000
Q4 2023 Jan 30, 2024	BUY	$63.06 - $72.78 $978,880 - $1.13 Million	15,523 New	15,523 $1.13 Million
Q2 2022 Aug 16, 2022	SELL	$62.21 - $73.88 $477,523 - $567,102	-7,676 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$67.02 - $71.26 $262,182 - $278,769	3,912 Added 103.93%	7,676 $534,000
Q2 2020 Aug 05, 2020	SELL	$41.55 - $54.97 $1.44 Million - $1.9 Million	-34,633 Reduced 90.2%	3,764 $372,000
Q1 2020 May 11, 2020	SELL	$37.58 - $60.82 $65,952 - $106,739	-1,755 Reduced 4.37%	38,397 $3.34 Million
Q4 2019 Feb 13, 2020	BUY	$54.21 - $59.98 $449,997 - $497,893	8,301 Added 26.06%	40,152 $4.81 Million
Q3 2019 Nov 01, 2019	BUY	$56.01 - $57.09 $1.78 Million - $1.82 Million	31,851 New	31,851 $3.58 Million

Others Institutions Holding VONV

# of Institutions

446

Shares Held

74M

Call Options Held

0

Put Options Held

0

About VANGUARD RUSSELL 1000 VALUE ET

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