Ulrich Consultants & Investment Group, LLC Vanguard Mid Cap ETF Transaction History

Ulrich Consultants & Investment Group, LLC

$41.4 Million
Q2 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$187.98 - $227.42 $13,534 - $16,374	72 Added 5.47%	1,389 $261,000
Q2 2022 Aug 11, 2022	BUY	$190.36 - $240.41 $250,704 - $316,619	1,317 New	1,317 $259,000

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

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