Institutional & Family Asset Management, LLC Vanguard Mid Cap Value Index F Transaction History

Institutional & Family Asset Management, LLC

$846 Million
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	BUY	$127.92 - $138.38 $4,349 - $4,704	34 New	34 $4,000
Q3 2020 Oct 30, 2020	SELL	$93.59 - $106.12 $1,216 - $1,379	-13 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$75.66 - $107.24 $983 - $1,394	13 New	13 $1,000
Q2 2019 Aug 14, 2019	SELL	N/A	-118 Closed	0 $0
Q1 2019 May 13, 2019	SELL	N/A	-326 Reduced 73.42%	118 $13,000
Q4 2018 Feb 14, 2019	BUY	N/A	444 New	444 $42,000

Others Institutions Holding VOE

# of Institutions

1,112

Shares Held

67.9M

Call Options Held

28.7K

Put Options Held

1.8K

Betterment LLC New York, NY

4.68M
Shares

$780 Million
1.89% of portfolio
Morgan Stanley New York, NY

4.58M
Shares

$764 Million
0.06% of portfolio
Assetmark, Inc

3.65M
Shares

$609 Million
1.76% of portfolio
Royal Bank Of Canada Toronto, A6

3.19M
Shares

$531 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.08M
Shares

$513 Million
0.04% of portfolio

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