Wealth Enhancement & Preservation Of Ga, LLC Vanguard S&P Small Cap 600 Val Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 19, 2021	SELL	N/A	-13,641 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	N/A	247 Added 1.84%	13,641 $2.49 Million
Q1 2021 Apr 21, 2021	BUY	N/A	13,394 New	13,394 $2.33 Million

Others Institutions Holding VIOV

# of Institutions

175

Shares Held

6.67M

Call Options Held

Put Options Held

N.E.W. Advisory Services LLC

580K
Shares

$47.8 Million
5.7% of portfolio
Ubs Group Ag

388K
Shares

$31.9 Million
0.01% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

362K
Shares

$29.8 Million
1.14% of portfolio
Atria Investments LLC Charlotte, NC

356K
Shares

$29.3 Million
0.46% of portfolio
Morgan Stanley New York, NY

297K
Shares

$24.4 Million
0.0% of portfolio

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About VANGUARD S&P SMALL CAP 600 VAL

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