Concord Wealth Partners Vanguard Mid Cap Growth Index Transaction History

Concord Wealth Partners

$710 Million
Q3 2025

A detailed history of Concord Wealth Partners transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concord Wealth Partners holds 150 shares of VOT stock, worth $41,970. This represents 0.01% of its overall portfolio holdings.

Number of Shares

150

Previous 528 71.59%

Holding current value

$41,970

Previous $150,000 70.67%

% of portfolio

0.01%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	$282.75 - $294.19 $106,879 - $111,203	-378 Reduced 71.59%	150 $44,000
Q2 2025 Jul 25, 2025	BUY	$216.28 - $284.39 $81,753 - $107,499	378 Added 252.0%	528 $150,000
Q1 2025 May 02, 2025	BUY	$237.72 - $276.98 $237 - $276	1 Added 0.67%	150 $36,000
Q4 2024 Jan 23, 2025	SELL	$241.48 - $274.89 $77,515 - $88,239	-321 Reduced 68.3%	149 $37,000
Q3 2024 Oct 24, 2024	BUY	$218.05 - $243.47 $50,151 - $55,998	230 Added 95.83%	470 $114,000

Q2 2024 Jul 31, 2024	SELL	$218.75 - $234.97 $78,968 - $84,824	-361 Reduced 60.07%	240 $55,000
Q1 2024 Apr 30, 2024	BUY	$212.21 - $235.79 $39,258 - $43,621	185 Added 44.47%	601 $141,000
Q4 2023 Apr 30, 2024	SELL	$180.9 - $221.2 $106,369 - $130,065	-588 Reduced 58.57%	416 $91,000
Q4 2023 Feb 05, 2024	SELL	$180.9 - $221.2 $106,369 - $130,065	-588 Reduced 58.57%	416 $91,000
Q3 2023 Apr 30, 2024	BUY	$191.65 - $213.93 $112,690 - $125,790	588 Added 141.35%	1,004 $195,000
Q3 2023 Oct 25, 2023	BUY	$191.65 - $213.93 $4,982 - $5,562	26 Added 2.66%	1,004 $195,000
Q2 2023 Aug 07, 2023	BUY	$186.22 - $205.77 $14,525 - $16,050	78 Added 8.67%	978 $201,000
Q1 2023 Apr 26, 2023	SELL	$177.43 - $203.61 $43,470 - $49,884	-245 Reduced 21.4%	900 $175,000
Q4 2022 Jan 27, 2023	SELL	$165.84 - $193.83 $21,393 - $25,004	-129 Reduced 10.13%	1,145 $205,000
Q3 2022 Nov 10, 2022	SELL	$170.12 - $208.72 $685,073 - $840,515	-4,027 Reduced 75.97%	1,274 $217,000
Q2 2022 Aug 04, 2022	BUY	$167.96 - $227.2 $50,220 - $67,932	299 Added 5.98%	5,301 $930,000
Q1 2022 Apr 20, 2022	BUY	$199.76 - $251.37 $12,385 - $15,584	62 Added 1.26%	5,002 $1.11 Million
Q4 2021 Jan 21, 2022	BUY	$234.3 - $265.79 $485,235 - $550,451	2,071 Added 72.19%	4,940 $1.26 Million
Q3 2021 Nov 09, 2021	SELL	$230.42 - $251.05 $367,289 - $400,173	-1,594 Reduced 35.72%	2,869 $678,000
Q2 2021 Jul 29, 2021	BUY	$210.91 - $237.31 $208,589 - $234,699	989 Added 28.47%	4,463 $1.06 Million
Q1 2021 May 13, 2021	BUY	$204.75 - $230.34 $699,221 - $786,611	3,415 Added 5788.14%	3,474 $745,000
Q4 2020 Feb 16, 2021	BUY	$178.76 - $215.29 $10,546 - $12,702	59 New	59 $13,000

Others Institutions Holding VOT

# of Institutions

1,149

Shares Held

41.4M

Call Options Held

15K

Put Options Held

9.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Concord Wealth Partners Vanguard Mid Cap Growth Index Transaction History