Wealth Enhancement & Preservation Of Ga, LLC Vanguard S&P Small Cap 600 Val Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

$104 Million
Q2 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 19, 2021	SELL	$83.18 - $91.93 $1.13 Million - $1.25 Million	-13,641 Closed	0 $0
Q2 2021 Jul 22, 2021	BUY	$85.68 - $95.51 $21,162 - $23,590	247 Added 1.84%	13,641 $2.49 Million
Q1 2021 Apr 21, 2021	BUY	$69.33 - $93.17 $928,606 - $1.25 Million	13,394 New	13,394 $2.33 Million

Others Institutions Holding VIOV

# of Institutions

208

Shares Held

6.57M

Call Options Held

Put Options Held

N.E.W. Advisory Services LLC

321K
Shares

$28.8 Million
2.89% of portfolio
Ubs Group Ag

317K
Shares

$28.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

314K
Shares

$28.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

248K
Shares

$22.3 Million
0.01% of portfolio
One Day In July LLC

205K
Shares

$18.4 Million
2.01% of portfolio

View Full List

About VANGUARD S&P SMALL CAP 600 VAL

Ticker VIOV
Sector ETFs
Industry ETFs

More about VIOV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Account