Triumph Capital Management Vanguard Mid Cap ETF Transaction History

Triumph Capital Management

$234 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 05, 2024	BUY	$195.66 - $233.95 $36,588 - $43,748	187 Added 10.37%	1,991 $463,000
Q3 2023 Oct 31, 2023	BUY	$206.6 - $228.23 $95,242 - $105,214	461 Added 34.33%	1,804 $375,000
Q2 2023 Aug 03, 2023	SELL	$203.43 - $220.16 $9,764 - $10,567	-48 Reduced 3.45%	1,343 $295,000
Q1 2023 May 08, 2023	SELL	$200.2 - $225.98 $48,248 - $54,461	-241 Reduced 14.77%	1,391 $293,000
Q4 2022 Jan 31, 2023	BUY	$186.57 - $217.26 $26,866 - $31,285	144 Added 9.68%	1,632 $332,000
Q3 2022 Nov 01, 2022	BUY	$187.98 - $227.42 $56,957 - $68,908	303 Added 25.57%	1,488 $280,000
Q2 2022 Aug 02, 2022	SELL	$190.36 - $240.41 $26,460 - $33,416	-139 Reduced 10.5%	1,185 $233,000
Q1 2022 May 03, 2022	BUY	$219.86 - $253.39 $291,094 - $335,488	1,324 New	1,324 $315,000

Others Institutions Holding VO

# of Institutions

2,016

Shares Held

171M

Call Options Held

58.4K

Put Options Held

26K

Wells Fargo & Company San Francisco, CA

23.1M
Shares

$5.97 Billion
1.37% of portfolio
Bank Of America Corp Charlotte, NC

16M
Shares

$4.14 Billion
0.35% of portfolio
Jones Financial Companies Lllp

14M
Shares

$3.63 Billion
3.93% of portfolio
Creative Planning Overland Park, KS

8.27M
Shares

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

7.31M
Shares

$1.89 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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