Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History

Shira Ridge Wealth Management

$196 Billion
Q3 2024

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 14,215 shares of VOT stock, worth $3.53 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

14,215

Previous 12,511 13.62%

Holding current value

$3.53 Million

Previous $2.87 Billion 20.51%

% of portfolio

1.76%

Previous 1.6%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$218.05 - $243.47 $371,557 - $414,872	1,704 Added 13.62%	14,215 $3.46 Billion
Q2 2024 Jul 11, 2024	BUY	$218.75 - $234.97 $18,375 - $19,737	84 Added 0.68%	12,511 $2.87 Billion
Q1 2024 Apr 18, 2024	SELL	$212.21 - $235.79 $152,791 - $169,768	-720 Reduced 5.48%	12,427 $2.93 Billion
Q4 2023 Jan 10, 2024	SELL	$180.9 - $221.2 $132,057 - $161,476	-730 Reduced 5.26%	13,147 $2.89 Billion
Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $33,347 - $37,223	174 Added 1.27%	13,877 $2.7 Billion
Q2 2023 Jul 12, 2023	BUY	$186.22 - $205.77 $113,780 - $125,725	611 Added 4.67%	13,703 $2.82 Billion
Q1 2023 May 08, 2023	BUY	$177.43 - $203.61 $43,647 - $50,088	246 Added 1.91%	13,092 $2.55 Billion
Q4 2022 Jan 12, 2023	BUY	$165.84 - $193.83 $2.13 Million - $2.49 Million	12,846 New	12,846 $2.31 Billion

Others Institutions Holding VOT

# of Institutions

947

Shares Held

38.7M

Call Options Held

15.7K

Put Options Held

4.4K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shira Ridge Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Shira Ridge Wealth Management with notifications on news.

Account

Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History