Titus Wealth Management Vanguard Mid Cap ETF Transaction History

Titus Wealth Management

$200 Million
Q2 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$223.23 - $238.25 $243,543 - $259,930	-1,091 Closed	0 $0
Q1 2021 May 17, 2021	SELL	$203.74 - $225.89 $4,074 - $4,517	-20 Reduced 1.8%	1,091 $242,000
Q4 2020 Feb 16, 2021	SELL	$176.14 - $208.21 $13,386 - $15,823	-76 Reduced 6.4%	1,111 $230,000
Q3 2020 Nov 16, 2020	BUY	$164.39 - $185.0 $195,130 - $219,595	1,187 New	1,187 $209,000
Q1 2020 May 18, 2020	SELL	$112.37 - $186.27 $130,012 - $215,514	-1,157 Closed	0 $0
Q4 2019 Feb 18, 2020	SELL	$162.13 - $178.73 $48,152 - $53,082	-297 Reduced 20.43%	1,157 $206,000
Q3 2019 Nov 18, 2019	BUY	$166.82 - $169.81 $16,348 - $16,641	98 Added 7.23%	1,454 $244,000
Q2 2019 Aug 15, 2019	SELL	N/A	-89 Reduced 6.16%	1,356 $227,000
Q1 2019 May 15, 2019	BUY	N/A	1,445 New	1,445 $232,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
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