9258 Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 1,193 shares of VOT stock, worth $333,801. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,193
Previous 1,532 22.13%
Holding current value
$333,801
Previous $351,000 17.38%
% of portfolio
0.04%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$218.05 - $243.47 $73,918 - $82,536
-339 Reduced 22.13%
1,193 $290,000
Q2 2024

Aug 02, 2024
SELL
$218.75 - $234.97 $5,250 - $5,639
-24 Reduced 1.54%
1,532 $351,000
Q4 2023

Feb 06, 2024
SELL
$180.9 - $221.2 $15,919 - $19,465
-88 Reduced 5.35%
1,556 $341,000
Q2 2023

Aug 08, 2023
SELL
$186.22 - $205.77 $28,305 - $31,277
-152 Reduced 8.46%
1,644 $338,000
Q1 2023

May 03, 2023
SELL
$177.43 - $203.61 $15,613 - $17,917
-88 Reduced 4.67%
1,796 $350,000
Q4 2022

Feb 03, 2023
SELL
$165.84 - $193.83 $32,172 - $37,603
-194 Reduced 9.34%
1,884 $338,000
Q3 2022

Nov 08, 2022
BUY
$170.12 - $208.72 $9,526 - $11,688
56 Added 2.77%
2,078 $354,000
Q2 2022

Aug 04, 2022
SELL
$167.96 - $227.2 $24,690 - $33,398
-147 Reduced 6.78%
2,022 $355,000
Q1 2022

May 13, 2022
BUY
$199.76 - $251.37 $203,954 - $256,648
1,021 Added 88.94%
2,169 $483,000
Q4 2021

Feb 11, 2022
BUY
$234.3 - $265.79 $268,976 - $305,126
1,148 New
1,148 $292,000

Others Institutions Holding VOT

# of Institutions
1,148
Shares Held
41.4M
Call Options Held
15K
Put Options Held
9.2K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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