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MISSION WEALTH MANAGEMENT, LP > VB

DateNameTickerSharesChangeValueChangePrice
06/30/2023VANGUARD INDEX FUNDSVB795,742170,967158,265,166,000158,155,137,000$198,890.05
06/30/2022VANGUARD INDEX FUNDSVB624,77547,049110,029,000-20,543,000$176.11
12/31/2021VANGUARD INDEX FUNDSVB577,72627,468130,572,00010,247,000$226.01
09/30/2021VANGUARD INDEX FUNDSVB550,25870,411120,325,00017,599,000$218.67
03/31/2021VANGUARD INDEX FUNDSVB479,84732,701102,726,00015,676,000$214.08
12/31/2020VANGUARD INDEX FUNDSVB447,14651,17087,050,00026,149,000$194.68
09/30/2020VANGUARD INDEX FUNDSVB395,97660,49360,901,00012,014,000$153.80
06/30/2020VANGUARD INDEX FUNDSVB335,483116,19548,887,00023,572,000$145.72
03/31/2020VANGUARD INDEX FUNDSVB219,288-65,09225,315,000-21,790,000$115.44
12/31/2019VANGUARD INDEX FUNDSVB284,38038,86547,105,0009,323,000$165.64
09/30/2019VANGUARD INDEX FUNDSVB245,51535,17237,782,0004,830,000$153.89
06/30/2019VANGUARD INDEX FUNDSVB210,34313,54132,952,0002,881,000$156.66
03/31/2019VANGUARD INDEX FUNDSVB196,80211,45930,071,0005,608,000$152.80
12/31/2018VANGUARD INDEX FUNDSVB185,34334,52824,463,000-57,000$131.99
09/30/2018VANGUARD INDEX FUNDSVB150,81510,75324,520,0002,717,000$162.58
06/30/2018VANGUARD INDEX FUNDSVB140,0624,31221,803,0001,859,000$155.67
03/31/2018VANGUARD INDEX FUNDSVB135,75025,81319,944,0003,695,000$146.92
12/31/2017VANGUARD INDEX FUNDSVB109,9376,97816,249,0001,699,000$147.80
09/30/2017VANGUARD INDEX FUNDSVB102,9595,57414,550,0001,350,000$141.32
06/30/2017VANGUARD INDEX FUNDSVB97,385-2,14113,200,000-65,000$135.54
03/31/2017VANGUARD INDEX FUNDSVB99,5262,86813,265,000800,000$133.28
12/31/2016VANGUARD INDEX FUNDSVB96,6588,75512,465,0001,725,000$128.96
09/30/2016VANGUARD INDEX FUNDSVB87,90316,29110,740,0002,756,000$122.18
03/31/2016VANGUARD INDEX FUNDSVB71,61271,6127,984,0007,984,000$111.49
12/31/2015VANGUARD INDEX FUNDSVB65,0175,9767,193,000819,000$110.63
09/30/2015VANGUARD INDEX FUNDSVB59,04159,0416,374,0006,374,000$107.96
06/30/2015VANGUARD INDEX FUNDSVB56,23656,2366,892,0006,892,000$122.55
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