Wealth Quarterback LLC Vanguard Russell 1000 Growth E Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$37.08 - $49.88 $2,113 - $2,843	-57 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$33.74 - $49.41 $1,923 - $2,816	57 New	57 $0

Others Institutions Holding VONG

# of Institutions

668

Shares Held

141M

Call Options Held

28.8K

Put Options Held

2.3K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.07 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.06 Billion
6.73% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$631 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$525 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$473 Million
1.35% of portfolio

About VANGUARD RUSSELL 1000 GROWTH E

Ticker VONG
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