Gradient Investments LLC Vanguard Russell 1000 Growth E Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 27, 2023	SELL	$67.86 - $73.4 $8,075 - $8,734	-119 Reduced 10.78%	985 $67,000
Q2 2023 Jul 11, 2023	SELL	$61.54 - $70.76 $18,462 - $21,228	-300 Reduced 21.37%	1,104 $78,000
Q1 2023 Apr 17, 2023	BUY	$54.03 - $62.89 $16,209 - $18,867	300 Added 27.17%	1,404 $88,000
Q2 2022 Jul 11, 2022	BUY	$54.1 - $72.84 $52,152 - $70,217	964 Added 688.57%	1,104 $62,000
Q3 2021 Oct 18, 2021	BUY	$69.93 - $75.23 $9,650 - $10,381	138 Added 6900.0%	140 $10,000
Q2 2021 Jul 12, 2021	BUY	$62.94 - $69.93 $125 - $139	2 New	2 $0
Q1 2021 Apr 21, 2021	SELL	$59.12 - $65.5 $827 - $917	-14 Closed	0 $0
Q2 2020 Jul 10, 2020	SELL	$37.08 - $49.88 $4,709 - $6,334	-127 Reduced 90.07%	14 $3,000
Q4 2019 Jan 15, 2020	BUY	$39.94 - $45.46 $5,631 - $6,409	141 New	141 $26,000

Others Institutions Holding VONG

# of Institutions

739

Shares Held

148M

Call Options Held

25.7K

Put Options Held

2.1K

Bank Of America Corp Charlotte, NC

30.3M
Shares

$3.18 Billion
0.25% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.09 Billion
6.89% of portfolio
Morgan Stanley New York, NY

6.22M
Shares

$654 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

5.17M
Shares

$543 Million
0.23% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.66M
Shares

$490 Million
1.35% of portfolio

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