Punch & Associates Investment Management, Inc. Vanguard Mid Cap ETF Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	BUY	$195.66 - $233.95 $8,804 - $10,527	45 New	45 $10,000
Q3 2023 Oct 26, 2023	SELL	$206.6 - $228.23 $105,985 - $117,081	-513 Reduced 91.94%	45 $9,000
Q1 2022 May 16, 2022	BUY	$219.86 - $253.39 $112,788 - $129,989	513 Added 1140.0%	558 $133,000
Q2 2021 Aug 16, 2021	BUY	$223.23 - $238.25 $10,045 - $10,721	45 New	45 $11,000
Q1 2020 May 15, 2020	SELL	$112.37 - $186.27 $56,297 - $93,321	-501 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$162.13 - $178.73 $81,227 - $89,543	501 New	501 $89,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$5.95 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.29 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.86 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.18 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$1.97 Billion
0.14% of portfolio

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