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

Cherrydale Wealth Management, LLC

$256 Million
Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 4,302 shares of VOT stock, worth $1.11 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

4,302

Previous 4,294 0.19%

Holding current value

$1.11 Million

Previous $1.05 Million 4.4%

% of portfolio

0.43%

Previous 0.43%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$241.48 - $274.89 $1,931 - $2,199	8 Added 0.19%	4,302 $1.09 Million
Q3 2024 Oct 11, 2024	BUY	$218.05 - $243.47 $3,052 - $3,408	14 Added 0.33%	4,294 $1.05 Million
Q2 2024 Jul 11, 2024	SELL	$218.75 - $234.97 $51,406 - $55,217	-235 Reduced 5.2%	4,280 $982,000
Q1 2024 Apr 12, 2024	SELL	$212.21 - $235.79 $354,602 - $394,005	-1,671 Reduced 27.01%	4,515 $1.06 Million
Q4 2023 Jan 08, 2024	BUY	$180.9 - $221.2 $17,366 - $21,235	96 Added 1.58%	6,186 $1.36 Million
Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $1.17 Million - $1.3 Million	6,090 New	6,090 $1.19 Million

Others Institutions Holding VOT

# of Institutions

1,054

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

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