Wealth Advisors Of Iowa, LLC Vanguard Growth ETF Transaction History

Wealth Advisors Of Iowa, LLC

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$301.05 - $346.61 $301 - $346	1 Added 0.04%	2,519 $867,000
Q4 2023 Feb 08, 2024	SELL	$261.54 - $312.16 $2,876 - $3,433	-11 Reduced 0.43%	2,518 $782,000
Q3 2023 Nov 07, 2023	SELL	$269.56 - $293.5 $104,858 - $114,171	-389 Reduced 13.33%	2,529 $688,000
Q2 2023 Jul 25, 2023	BUY	$243.06 - $282.96 $161,634 - $188,168	665 Added 29.52%	2,918 $825,000
Q1 2023 May 09, 2023	BUY	$209.25 - $249.44 $209 - $249	1 Added 0.04%	2,253 $561,000
Q4 2022 Feb 10, 2023	SELL	$208.44 - $233.81 $36,268 - $40,682	-174 Reduced 7.17%	2,252 $479,000
Q3 2022 Nov 15, 2022	BUY	$213.95 - $266.28 $198,545 - $247,107	928 Added 61.95%	2,426 $519,000
Q2 2022 Jul 28, 2022	SELL	$214.97 - $293.87 $177,350 - $242,442	-825 Reduced 35.51%	1,498 $557,000
Q1 2022 May 10, 2022	BUY	$254.37 - $323.09 $148,806 - $189,007	585 Added 33.66%	2,323 $668,000
Q4 2021 Feb 14, 2022	SELL	$287.0 - $325.67 $712,047 - $807,987	-2,481 Reduced 58.81%	1,738 $558,000
Q3 2021 Nov 09, 2021	BUY	$286.49 - $308.98 $407,961 - $439,987	1,424 Added 50.95%	4,219 $1.22 Million
Q2 2021 Jul 26, 2021	BUY	$257.69 - $287.23 $1,030 - $1,148	4 Added 0.14%	2,795 $802,000
Q1 2021 Apr 29, 2021	BUY	$243.15 - $268.9 $972 - $1,075	4 Added 0.14%	2,791 $717,000
Q4 2020 Feb 12, 2021	BUY	$220.77 - $253.46 $39,076 - $44,862	177 Added 6.78%	2,787 $706,000
Q3 2020 Oct 28, 2020	BUY	$204.41 - $245.48 $1,022 - $1,227	5 Added 0.19%	2,610 $594,000
Q2 2020 Aug 07, 2020	BUY	$149.64 - $204.01 $748 - $1,020	5 Added 0.19%	2,605 $527,000
Q1 2020 Apr 28, 2020	BUY	$137.53 - $201.6 $357,578 - $524,160	2,600 New	2,600 $407,000

Others Institutions Holding VUG

# of Institutions

2,285

Shares Held

242M

Call Options Held

194K

Put Options Held

73.7K

Bank Of America Corp Charlotte, NC

43.1M
Shares

$16.5 Billion
1.44% of portfolio
Jones Financial Companies Lllp

23M
Shares

$8.78 Billion
9.93% of portfolio
Morgan Stanley New York, NY

13.6M
Shares

$5.2 Billion
0.4% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

8.6M
Shares

$3.29 Billion
7.17% of portfolio
Envestnet Asset Management Inc

8.35M
Shares

$3.19 Billion
1.11% of portfolio

About VANGUARD GROWTH ETF

Ticker VUG
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