Tci Wealth Advisors, Inc. Vanguard Large Cap ETF Transaction History

Tci Wealth Advisors, Inc.

$1.12 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$172.79 - $190.36 $67,388 - $74,240	-390 Reduced 48.99%	406 $75,000
Q4 2022 Feb 06, 2023	BUY	$162.98 - $185.93 $63,562 - $72,512	390 Added 96.06%	796 $138,000
Q3 2021 Oct 29, 2021	SELL	$199.12 - $212.29 $6,770 - $7,217	-34 Reduced 7.73%	406 $82,000
Q2 2021 Aug 02, 2021	BUY	$187.36 - $200.75 $7,307 - $7,829	39 Added 9.73%	440 $88,000
Q1 2021 Apr 29, 2021	SELL	$173.39 - $186.2 $5,895 - $6,330	-34 Reduced 7.82%	401 $74,000
Q3 2020 Oct 20, 2020	SELL	$144.11 - $166.66 $63,408 - $73,330	-440 Reduced 50.29%	435 $68,000
Q2 2020 Jul 20, 2020	BUY	$113.24 - $149.5 $32,386 - $42,757	286 Added 48.56%	875 $125,000
Q2 2019 Jul 23, 2019	BUY	N/A	214 Added 57.07%	589 $79,000
Q2 2017 Aug 10, 2017	BUY	N/A	375	375 $42,000

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.82 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.56 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

$947 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$862 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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