Gradient Investments LLC Vanguard Intl Eqty Ftse All Wo Transaction History

Gradient Investments LLC

$3.78 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$112.27 - $120.96 $28,179 - $30,360	251 Added 89.64%	531 $62,000
Q1 2024 Apr 23, 2024	BUY	$109.57 - $116.86 $4,492 - $4,791	41 Added 17.15%	280 $32,000
Q4 2023 Jan 18, 2024	BUY	$99.44 - $115.1 $894 - $1,035	9 Added 3.91%	239 $27,000
Q3 2022 Oct 14, 2022	SELL	$92.19 - $111.85 $24,245 - $29,416	-263 Reduced 53.35%	230 $21,000
Q2 2022 Jul 11, 2022	BUY	$102.76 - $125.99 $27,025 - $33,135	263 Added 114.35%	493 $51,000
Q1 2021 Apr 21, 2021	BUY	$121.06 - $131.2 $26,512 - $28,732	219 Added 1990.91%	230 $30,000
Q3 2020 Oct 06, 2020	BUY	$97.15 - $108.8 $1,068 - $1,196	11 New	11 $1,000
Q3 2019 Oct 10, 2019	SELL	$101.63 - $104.28 $25,712 - $26,382	-253 Closed	0 $0
Q2 2019 Jul 16, 2019	BUY	N/A	253 New	253 $27,000
Q3 2018 Oct 11, 2018	SELL	N/A	-97 Closed	0 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-74 Reduced 43.27%	97 $11,000
Q1 2018 Apr 11, 2018	BUY	N/A	165 Added 2750.0%	171 $20,000
Q4 2017 Feb 07, 2018	BUY	N/A	6	6 $1,000

Others Institutions Holding VSS

# of Institutions

660

Shares Held

46.8M

Call Options Held

100

Put Options Held

0

Empower Advisory Group, LLC Greenwood Village, CO

4.33M
Shares

$502 Million
1.85% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$426 Million
1.84% of portfolio
Morgan Stanley New York, NY

3.24M
Shares

$376 Million
0.03% of portfolio
Axiom Advisory, LLC San Diego, CA

2.85M
Shares

$330 Million
3.28% of portfolio
Natixis Advisors, L.P. Boston, MA

2.5M
Shares

$290 Million
0.61% of portfolio

About VANGUARD INTL EQTY FTSE ALL-WO

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