Svb Wealth LLC Vanguard Mid Cap Growth Index Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$180.9 - $221.2 $205,321 - $251,062	1,135 New	1,135 $249,000
Q4 2022 Feb 10, 2023	SELL	$165.84 - $193.83 $133,667 - $156,226	-806 Reduced 33.89%	1,572 $282,000
Q3 2022 Nov 09, 2022	BUY	$170.12 - $208.72 $163,315 - $200,371	960 Added 67.7%	2,378 $406,000
Q2 2022 Aug 16, 2022	BUY	$167.96 - $227.2 $217,004 - $293,542	1,292 Added 1025.4%	1,418 $249,000
Q3 2021 Nov 09, 2021	BUY	$230.42 - $251.05 $29,032 - $31,632	126 New	126 $29,000
Q2 2020 Aug 05, 2020	SELL	$120.77 - $169.89 $6,038 - $8,494	-50 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$144.1 - $159.03 $7,205 - $7,951	50 New	50 $8,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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