Wealthpoint, LLC Vanguard Large Cap ETF Transaction History

Wealthpoint, LLC

$247 Million
Q3 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$184.38 - $202.72 $192,677 - $211,842	1,045 New	1,045 $211,000
Q2 2022 Jul 18, 2022	SELL	$167.29 - $210.78 $179,836 - $226,588	-1,075 Closed	0 $0
Q4 2021 Feb 11, 2022	SELL	$200.26 - $221.75 $2,603 - $2,882	-13 Reduced 1.19%	1,075 $238,000
Q2 2021 Jul 26, 2021	SELL	$187.36 - $200.75 $15,925 - $17,063	-85 Reduced 7.25%	1,088 $218,000
Q4 2020 Feb 08, 2021	BUY	$152.54 - $175.74 $178,929 - $206,143	1,173 New	1,173 $206,000
Q3 2020 Nov 09, 2020	SELL	$144.11 - $166.66 $260,406 - $301,154	-1,807 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	1,620 Added 866.31%	1,807 $243,000
Q1 2019 May 16, 2019	SELL	N/A	-1,620 Reduced 89.65%	187 $235,000
Q4 2018 Feb 15, 2019	BUY	N/A	1,807 New	1,807 $208,000

Others Institutions Holding VV

# of Institutions

1,188

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.79 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.53 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.8 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$941 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$856 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
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