Wealthpoint, LLC Vanguard Mid Cap Growth Index Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$186.22 - $205.77 $186,778 - $206,387	1,003 New	1,003 $206,000
Q4 2022 Jan 24, 2023	BUY	$165.84 - $193.83 $184,911 - $216,120	1,115 New	1,115 $0
Q2 2022 Jul 18, 2022	SELL	$167.96 - $227.2 $3,695 - $4,998	-22 Reduced 1.62%	1,332 $234,000
Q1 2022 Apr 27, 2022	BUY	$199.76 - $251.37 $270,475 - $340,354	1,354 New	1,354 $302,000
Q4 2021 Feb 11, 2022	SELL	$234.3 - $265.79 $411,899 - $467,258	-1,758 Closed	0 $0
Q3 2021 Nov 01, 2021	SELL	$230.42 - $251.05 $20,737 - $22,594	-90 Reduced 4.87%	1,758 $415,000
Q2 2021 Jul 26, 2021	BUY	$210.91 - $237.31 $13,498 - $15,187	64 Added 3.59%	1,848 $437,000
Q1 2021 Apr 27, 2021	BUY	$204.75 - $230.34 $50,573 - $56,893	247 Added 16.07%	1,784 $383,000
Q4 2020 Feb 08, 2021	SELL	$178.76 - $215.29 $45,941 - $55,329	-257 Reduced 14.33%	1,537 $326,000
Q3 2020 Nov 09, 2020	SELL	$166.29 - $188.98 $77,158 - $87,686	-464 Reduced 20.55%	1,794 $323,000
Q2 2020 Aug 06, 2020	BUY	$120.77 - $169.89 $67,268 - $94,628	557 Added 32.75%	2,258 $373,000
Q1 2020 Apr 16, 2020	BUY	$108.51 - $170.49 $184,575 - $290,003	1,701 New	1,701 $215,000
Q1 2019 May 16, 2019	SELL	N/A	-440 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	440 New	440 $52,000

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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