Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 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 15,248 shares of VOT stock, worth $3.7 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

15,248

Previous 14,215 7.27%

Holding current value

$3.7 Million

Previous $3.46 Billion 11.8%

% of portfolio

1.89%

Previous 1.76%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$241.48 - $274.89 $249,448 - $283,961	1,033 Added 7.27%	15,248 $3.87 Billion
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

1,057

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History