Strategic Financial Concepts, LLC Vanguard Mid Cap Growth Index Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,856,460 shares of VOT stock, worth $460 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

1,856,460

Previous 7,014 26367.92%

Holding current value

$460 Million

Previous $1.71 Billion 8.98%

% of portfolio

0.34%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$241.48 - $274.89 $447 Million - $508 Million	-1,849,126 Reduced 99.6%	7,334 $1.86 Billion
Q4 2024 Jan 27, 2025	BUY	$241.48 - $274.89 $447 Million - $508 Million	1,849,446 Added 26367.92%	1,856,460 $1.86 Billion
Q3 2024 Nov 12, 2024	SELL	$218.05 - $243.47 $347 Million - $387 Million	-1,589,959 Reduced 99.56%	7,014 $1.71 Billion
Q2 2024 Aug 06, 2024	BUY	$218.75 - $234.97 $349 Million - $374 Million	1,593,703 Added 48737.09%	1,596,973 $11.1 Million
Q1 2024 Apr 22, 2024	BUY	$212.21 - $235.79 $693,926 - $771,033	3,270 New	3,270 $771 Million
Q3 2023 Nov 07, 2023	BUY	$191.65 - $213.93 $242,628 - $270,835	1,266 Added 60.11%	3,372 $657 Million
Q2 2023 Sep 06, 2023	BUY	$186.22 - $205.77 $1,117 - $1,234	6 Added 0.29%	2,106 $433 Million
Q1 2023 Sep 06, 2023	BUY	$177.43 - $203.61 $372,603 - $427,581	2,100 New	2,100 $409 Million

Others Institutions Holding VOT

# of Institutions

1,059

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Strategic Financial Concepts, LLC Vanguard Mid Cap Growth Index Transaction History