Truvestments Capital LLC Vanguard Mid Cap ETF Transaction History

Truvestments Capital LLC

$363 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$200.2 - $225.98 $14,414 - $16,270	72 Added 1440.0%	77 $16,000
Q4 2022 Feb 13, 2023	BUY	$186.57 - $217.26 $932 - $1,086	5 New	5 $1,000
Q1 2020 May 07, 2020	SELL	$112.37 - $186.27 $1.67 Million - $2.77 Million	-14,865 Closed	0 $0
Q4 2019 Jan 29, 2020	SELL	$162.13 - $178.73 $81,065 - $89,365	-500 Reduced 3.25%	14,865 $2.65 Million
Q3 2019 Oct 10, 2019	SELL	$166.82 - $169.81 $116,774 - $118,867	-700 Reduced 4.36%	15,365 $2.58 Million
Q2 2019 Jul 15, 2019	SELL	N/A	-683 Reduced 4.08%	16,065 $2.69 Million
Q1 2019 Apr 12, 2019	SELL	N/A	-3,912 Reduced 18.94%	16,748 $2.69 Million
Q3 2018 Oct 22, 2018	SELL	N/A	-913 Reduced 4.23%	20,660 $3.39 Million
Q2 2018 Aug 28, 2018	BUY	N/A	21,573 New	21,573 $3.4 Million

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

$5.89 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.25 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.83 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.16 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.95 Billion
0.14% of portfolio

About VANGUARD MID-CAP ETF

Ticker VO
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