Winthrop Advisory Group LLC Vanguard Mid Cap Growth Index Transaction History

Winthrop Advisory Group LLC

$826 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Aug 03, 2023	BUY	$165.84 - $193.83 $334,167 - $390,567	2,015 New	2,015 $362,000
Q4 2022 Jan 18, 2023	BUY	$165.84 - $193.83 $334,167 - $390,567	2,015 New	2,015 $362,000
Q2 2022 Jul 21, 2022	SELL	$167.96 - $227.2 $165,776 - $224,246	-987 Closed	0 $0
Q1 2022 Apr 13, 2022	SELL	$199.76 - $251.37 $11,785 - $14,830	-59 Reduced 5.64%	987 $220,000
Q1 2021 Apr 23, 2021	SELL	$204.75 - $230.34 $88,042 - $99,046	-430 Reduced 29.13%	1,046 $224,000
Q3 2020 Oct 20, 2020	SELL	$166.29 - $188.98 $10,642 - $12,094	-64 Reduced 4.16%	1,476 $269,000
Q2 2020 Jul 17, 2020	SELL	$120.77 - $169.89 $6,038 - $8,494	-50 Reduced 3.14%	1,540 $256,000
Q1 2020 Apr 17, 2020	BUY	$108.51 - $170.49 $108 - $170	1 Added 0.06%	1,590 $201,000
Q4 2019 Jan 06, 2020	BUY	$144.1 - $159.03 $288 - $318	2 Added 0.13%	1,589 $252,000
Q3 2019 Oct 10, 2019	SELL	$147.12 - $150.91 $8,238 - $8,450	-56 Reduced 3.41%	1,587 $235,000
Q2 2019 Jul 17, 2019	BUY	N/A	1 Added 0.06%	1,643 $245,000
Q4 2018 Jan 15, 2019	SELL	N/A	-1,755 Reduced 51.66%	1,642 $197,000
Q3 2018 Oct 29, 2018	SELL	N/A	-208 Reduced 5.77%	3,397 $484,000
Q2 2018 Aug 07, 2018	SELL	N/A	-12 Reduced 0.33%	3,605 $485,000
Q1 2018 May 11, 2018	SELL	N/A	-322 Reduced 8.17%	3,617 $463,000
Q4 2017 May 01, 2018	BUY	N/A	3,939	3,939 $515,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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