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

172

Shares Held

6.46M

Call Options Held

Put Options Held

N.E.W. Advisory Services LLC

433K
Shares

$40 Million
3.96% of portfolio
Ubs Group Ag

352K
Shares

$32.5 Million
0.01% of portfolio
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

320K
Shares

$29.6 Million
6.15% of portfolio
Atria Investments LLC Charlotte, NC

315K
Shares

$29.1 Million
0.36% of portfolio
Morgan Stanley New York, NY

293K
Shares

$27.1 Million
0.0% of portfolio

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