Thurston, Springer, Miller, Herd & Titak, Inc. Vanguard Mid Cap Growth Index Transaction History

Thurston, Springer, Miller, Herd & Titak, Inc.

$46.2 Million
Q3 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	BUY	$216.28 - $284.39 $7,137 - $9,384	33 Added 58.93%	89 $25,000
Q4 2024 Jan 14, 2025	BUY	$241.48 - $274.89 $3,139 - $3,573	13 Added 30.23%	56 $14,000
Q2 2024 Jul 05, 2024	BUY	$218.75 - $234.97 $9,406 - $10,103	43 New	43 $9,000

Others Institutions Holding VOT

# of Institutions

1,125

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

Axiom Advisory, LLC San Diego, CA

3.1M
Shares

$915 Million
6.91% of portfolio
Morgan Stanley New York, NY

2.86M
Shares

$843 Million
0.05% of portfolio
Assetmark, Inc

2.46M
Shares

$726 Million
1.68% of portfolio
Royal Bank Of Canada Toronto, A6

2.11M
Shares

$622 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2M
Shares

$591 Million
0.04% of portfolio

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