Vista Private Wealth Partners. LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Vista Private Wealth Partners. LLC

$249 Million
Q2 2024

A detailed history of Vista Private Wealth Partners. LLC transactions in Spdr S&P 400 Mid Cap Growth Et stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 3,083 shares of MDYG stock, worth $269,022. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,083

Previous 3,872 20.38%

Holding current value

$269,022

Previous $337,000 23.15%

% of portfolio

0.1%

Previous 0.15%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$81.04 - $87.08 $63,940 - $68,706	-789 Reduced 20.38%	3,083 $259,000
Q1 2024 May 13, 2024	SELL	$73.37 - $87.29 $81,000 - $96,368	-1,104 Reduced 22.19%	3,872 $337,000
Q4 2023 Feb 13, 2024	SELL	$64.85 - $76.49 $1.74 Million - $2.05 Million	-26,769 Reduced 84.33%	4,976 $376,000
Q3 2023 Oct 10, 2023	SELL	$68.34 - $74.46 $58,772 - $64,035	-860 Reduced 2.64%	31,745 $2.19 Million
Q2 2023 Jul 17, 2023	SELL	$66.14 - $71.65 $16,270 - $17,625	-246 Reduced 0.75%	32,605 $2.34 Million
Q1 2023 May 09, 2023	BUY	$64.78 - $71.55 $106,174 - $117,270	1,639 Added 5.25%	32,851 $2.25 Million
Q4 2022 Jan 12, 2023	BUY	$61.13 - $69.88 $37,778 - $43,185	618 Added 2.02%	31,212 $0
Q3 2022 Oct 13, 2022	BUY	$59.74 - $72.48 $77,482 - $94,006	1,297 Added 4.43%	30,594 $1.9 Million
Q2 2022 Jul 13, 2022	BUY	$59.32 - $74.72 $30,787 - $38,779	519 Added 1.8%	29,297 $1.8 Million
Q1 2022 Apr 13, 2022	BUY	$69.3 - $81.58 $105,197 - $123,838	1,518 Added 5.57%	28,778 $2.15 Million
Q4 2021 Jan 19, 2022	BUY	$75.58 - $84.0 $1,511 - $1,680	20 Added 0.07%	27,260 $2.22 Million
Q3 2021 Oct 13, 2021	SELL	$74.54 - $80.19 $7,901 - $8,500	-106 Reduced 0.39%	27,240 $2.06 Million
Q2 2021 Jul 14, 2021	SELL	$73.83 - $79.88 $393,809 - $426,079	-5,334 Reduced 16.32%	27,346 $2.13 Million
Q1 2021 Apr 14, 2021	BUY	$68.34 - $76.88 $236,524 - $266,081	3,461 Added 11.85%	32,680 $1.88 Million
Q4 2020 Jan 20, 2021	SELL	$58.06 - $69.83 $200,945 - $241,681	-3,461 Reduced 10.59%	29,219 $2 Million
Q3 2020 Dec 22, 2020	SELL	$53.09 - $60.07 $82,926 - $93,829	-1,562 Reduced 4.56%	32,680 $1.88 Million
Q2 2020 Jul 15, 2020	BUY	$39.86 - $56.97 $22,879 - $32,700	574 Added 1.7%	34,242 $1.84 Million
Q1 2020 Apr 16, 2020	BUY	$35.95 - $59.38 $546,871 - $903,288	15,212 Added 82.42%	33,668 $1.37 Million
Q4 2019 Jan 08, 2020	BUY	$51.98 - $57.24 $161,813 - $178,188	3,113 Added 20.29%	18,456 $1.06 Million
Q3 2019 Oct 16, 2019	BUY	$53.33 - $54.71 $20,105 - $20,625	377 Added 2.52%	15,343 $0
Q2 2019 Aug 27, 2019	BUY	N/A	1,756 Added 13.29%	14,966 $797,000
Q1 2019 Apr 18, 2019	BUY	N/A	7,130 Added 117.27%	13,210 $707,000
Q4 2018 Feb 14, 2019	BUY	N/A	6,080 New	6,080 $310,000

Others Institutions Holding MDYG

# of Institutions

382

Shares Held

21.1M

Call Options Held

Put Options Held

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About SPDR S&P 400 MID CAP GROWTH ET

Ticker MDYG
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Vista Private Wealth Partners. LLC Spdr S&P 400 Mid Cap Growth Et Transaction History