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

Castle Rock Wealth Management, LLC

  • $409 Million
  • Q3 2025

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 1,020 shares of VOT stock, worth $285,396. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,020
Previous 1,019 0.1%
Holding current value
$285,396
Previous $289,000 3.46%
% of portfolio
0.07%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$282.75 - $294.19 $282 - $294
1 Added 0.1%
1,020 $299,000
Q2 2025

Jul 23, 2025
SELL
$216.28 - $284.39 $7,137 - $9,384
-33 Reduced 3.14%
1,019 $289,000
Q1 2025

Apr 08, 2025
BUY
$237.72 - $276.98 $475 - $553
2 Added 0.19%
1,052 $256,000
Q4 2024

Mar 05, 2025
SELL
$241.48 - $274.89 $2,173 - $2,474
-9 Reduced 0.85%
1,050 $266,000
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
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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