Castle Rock Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Castle Rock Wealth Management, LLC

  • $400 Million
  • Q3 2024

A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 1,059 shares of VOT stock, worth $276,695. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,059
Previous 1,057 0.19%
Holding current value
$276,695
Previous $242,000 6.2%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 09, 2024
BUY
$218.05 - $243.47 $436 - $486
2 Added 0.19%
1,059 $257,000
Q2 2024

Jul 12, 2024
BUY
$218.75 - $234.97 $218 - $234
1 Added 0.09%
1,057 $242,000
Q1 2024

May 13, 2024
BUY
$212.21 - $235.79 $424 - $471
2 Added 0.19%
1,056 $248,000
Q4 2023

Jan 08, 2024
BUY
$180.9 - $221.2 $361 - $442
2 Added 0.19%
1,054 $231,000
Q3 2023

Oct 10, 2023
BUY
$191.65 - $213.93 $383 - $427
2 Added 0.19%
1,052 $204,000
Q2 2023

Jul 10, 2023
BUY
$186.22 - $205.77 $195,531 - $216,058
1,050 New
1,050 $216,000
Q4 2022

Jan 30, 2023
BUY
$165.84 - $193.83 $173,468 - $202,746
1,046 New
1,046 $188,000
Q2 2022

Jul 13, 2022
SELL
$167.96 - $227.2 $174,510 - $236,060
-1,039 Closed
0 $0
Q1 2022

Apr 25, 2022
BUY
$199.76 - $251.37 $199 - $251
1 Added 0.1%
1,039 $226,000
Q4 2021

Feb 02, 2022
BUY
$234.3 - $265.79 $468 - $531
2 Added 0.19%
1,038 $223,000
Q3 2021

Nov 12, 2021
BUY
$230.42 - $251.05 $230 - $251
1 Added 0.1%
1,036 $273,000
Q1 2021

Apr 27, 2021
BUY
$204.75 - $230.34 $204 - $230
1 Added 0.1%
1,035 $233,000
Q4 2020

Jan 29, 2021
BUY
$178.76 - $215.29 $184,837 - $222,609
1,034 New
1,034 $226,000

Others Institutions Holding VOT

# of Institutions
977
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Castle Rock Wealth Management, LLC Portfolio

Follow Castle Rock Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email