Aveo Capital Partners, LLC Vanguard Large Cap ETF Transaction History

Aveo Capital Partners, LLC

$910 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 06, 2024	BUY	$214.62 - $240.49 $48,074 - $53,869	224 Added 3.48%	6,654 $1.6 Million
Q4 2023 Feb 06, 2024	SELL	$188.0 - $219.17 $102,460 - $119,447	-545 Reduced 7.81%	6,430 $1.4 Million
Q3 2023 Nov 06, 2023	BUY	$195.09 - $209.59 $100,666 - $108,148	516 Added 7.99%	6,975 $1.36 Million
Q2 2023 Aug 08, 2023	BUY	$184.38 - $202.72 $125,562 - $138,052	681 Added 11.79%	6,459 $1.31 Million
Q1 2023 May 03, 2023	BUY	$172.79 - $190.36 $1,036 - $1,142	6 Added 0.1%	5,778 $1.08 Million
Q4 2022 Feb 03, 2023	BUY	$162.98 - $185.93 $74,481 - $84,970	457 Added 8.6%	5,772 $1.01 Million
Q3 2022 Nov 09, 2022	BUY	$163.56 - $196.95 $981 - $1,181	6 Added 0.11%	5,315 $869,000
Q2 2022 Aug 05, 2022	BUY	$167.29 - $210.78 $59,555 - $75,037	356 Added 7.19%	5,309 $915,000
Q1 2022 May 13, 2022	BUY	$191.25 - $221.63 $956 - $1,108	5 Added 0.1%	4,953 $1.03 Million
Q4 2021 Feb 11, 2022	BUY	$200.26 - $221.75 $271,352 - $300,471	1,355 Added 37.71%	4,948 $1.09 Million
Q3 2021 Nov 12, 2021	BUY	$199.12 - $212.29 $398,240 - $424,580	2,000 Added 125.55%	3,593 $722,000
Q1 2021 May 11, 2021	BUY	$173.39 - $186.2 $16,472 - $17,689	95 Added 6.34%	1,593 $295,000
Q4 2020 Feb 10, 2021	SELL	$152.54 - $175.74 $6,254 - $7,205	-41 Reduced 2.66%	1,498 $263,000
Q3 2020 Nov 13, 2020	BUY	$144.11 - $166.66 $5,908 - $6,833	41 Added 2.74%	1,539 $241,000
Q2 2020 Aug 12, 2020	BUY	$113.24 - $149.5 $169,633 - $223,951	1,498 New	1,498 $214,000

Others Institutions Holding VV

# of Institutions

1,181

Shares Held

102M

Call Options Held

29.3K

Put Options Held

132K

Jones Financial Companies Lllp

17.4M
Shares

$4.82 Billion
4.7% of portfolio
Creative Planning Overland Park, KS

12.8M
Shares

$3.56 Billion
3.36% of portfolio
National Mutual Insurance Federation Of Agricultural Cooperatives

6.54M
Shares

$1.81 Billion
15.49% of portfolio
Vanguard Group Inc Valley Forge, PA

3.42M
Shares

$947 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.11M
Shares

$861 Million
0.07% of portfolio

About VANGUARD LARGE-CAP ETF

Ticker VV
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