Taylor, Cottrill, Erickson & Associates, Inc. Vanguard Large Cap ETF Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

$359 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 03, 2022	SELL	$191.25 - $221.63 $144,776 - $167,773	-757 Reduced 2.4%	30,743 $6.41 Million
Q4 2021 Feb 03, 2022	BUY	$200.26 - $221.75 $1.36 Million - $1.51 Million	6,793 Added 27.49%	31,500 $6.96 Million
Q3 2020 Oct 09, 2020	SELL	$144.11 - $166.66 $151,315 - $174,993	-1,050 Reduced 4.08%	24,707 $3.87 Million
Q3 2019 Oct 25, 2019	BUY	$135.59 - $138.25 $142,369 - $145,162	1,050 Added 4.25%	25,757 $3.51 Million
Q4 2018 Jan 29, 2019	BUY	N/A	116 Added 0.47%	24,707 $2.84 Million
Q2 2018 Jul 30, 2018	BUY	N/A	107 Added 0.44%	24,591 $3.07 Million
Q1 2018 Apr 23, 2018	BUY	N/A	101 Added 0.41%	24,484 $2.97 Million
Q4 2017 Jan 24, 2018	BUY	N/A	111 Added 0.46%	24,383 $2.99 Million
Q3 2017 Oct 19, 2017	BUY	N/A	24,272	24,272 $2.8 Million

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

$4.77 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.52 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.79 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$937 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$853 Million
0.07% of portfolio

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
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