Punch & Associates Investment Management, Inc. Vanguard Russell 1000 Growth E Transaction History

Punch & Associates Investment Management, Inc.

$1.68 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$54.1 - $72.84 $19,854 - $26,732	-367 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$63.45 - $79.12 $23,286 - $29,037	367 New	367 $26,000

Others Institutions Holding VONG

# of Institutions

778

Shares Held

152M

Call Options Held

25.9K

Put Options Held

1.2K

Bank Of America Corp Charlotte, NC

29.1M
Shares

$3.03 Billion
0.26% of portfolio
Avantax Advisory Services, Inc.

10.4M
Shares

$1.08 Billion
6.89% of portfolio
Morgan Stanley New York, NY

7M
Shares

$730 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

5.53M
Shares

$576 Million
0.24% of portfolio
Tiaa Trust, National Association Charlotte, NC

4.62M
Shares

$482 Million
1.45% of portfolio

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