Veritable, L.P. Vanguard Mid Cap Growth Index Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$165.84 - $193.83 $10,282 - $12,017	-62 Reduced 1.15%	5,333 $958,000
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $113,470 - $139,216	667 Added 14.11%	5,395 $920,000
Q2 2022 Aug 15, 2022	BUY	$167.96 - $227.2 $25,194 - $34,080	150 Added 3.28%	4,728 $829,000
Q1 2022 May 11, 2022	BUY	$199.76 - $251.37 $83,699 - $105,324	419 Added 10.07%	4,578 $1.02 Million
Q4 2021 Feb 14, 2022	SELL	$234.3 - $265.79 $243,672 - $276,421	-1,040 Reduced 20.0%	4,159 $1.06 Million
Q4 2020 Feb 11, 2021	BUY	$178.76 - $215.29 $27,171 - $32,724	152 Added 3.01%	5,199 $1.1 Million
Q3 2020 Nov 13, 2020	BUY	$166.29 - $188.98 $24,278 - $27,591	146 Added 2.98%	5,047 $909,000
Q2 2020 Aug 14, 2020	BUY	$120.77 - $169.89 $56,520 - $79,508	468 Added 10.56%	4,901 $809,000
Q1 2020 May 13, 2020	BUY	$108.51 - $170.49 $193,473 - $303,983	1,783 Added 67.28%	4,433 $562,000
Q3 2017 Nov 14, 2017	BUY	N/A	2,650	2,650 $323,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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