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 $1.05 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,302
Previous 4,294 0.19%
Holding current value
$1.05 Million
Previous $1.05 Million 4.4%
% of portfolio
0.43%
Previous 0.43%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,058
Shares Held
42.3M
Call Options Held
16.8K
Put Options Held
2.7K
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 Cherrydale Wealth Management, LLC Portfolio

Follow Cherrydale 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 Cherrydale Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherrydale Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email