A detailed history of Integrated Wealth Concepts LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 15,489 shares of VOT stock, worth $4.05 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,489
Previous 16,285 4.89%
Holding current value
$4.05 Million
Previous $3.74 Million 0.88%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 14, 2024

SELL
$218.05 - $243.47 $173,567 - $193,802
-796 Reduced 4.89%
15,489 $3.77 Million
Q2 2024

Aug 14, 2024

SELL
$218.75 - $234.97 $11.3 Million - $12.1 Million
-51,603 Reduced 76.01%
16,285 $3.74 Million
Q1 2024

May 15, 2024

BUY
$212.21 - $235.79 $466,862 - $518,738
2,200 Added 3.35%
67,888 $16 Million
Q4 2023

Feb 13, 2024

BUY
$180.9 - $221.2 $399,608 - $488,630
2,209 Added 3.48%
65,688 $14.4 Million
Q3 2023

Nov 15, 2023

SELL
$191.65 - $213.93 $2.48 Million - $2.77 Million
-12,961 Reduced 16.96%
63,479 $12.4 Million
Q2 2023

Aug 15, 2023

BUY
$186.22 - $205.77 $780,075 - $861,970
4,189 Added 5.8%
76,440 $15.7 Million
Q1 2023

May 03, 2023

BUY
$177.43 - $203.61 $1.3 Million - $1.49 Million
7,335 Added 11.3%
72,251 $14.1 Million
Q4 2022

Feb 13, 2023

BUY
$165.84 - $193.83 $10.8 Million - $12.6 Million
64,916 New
64,916 $11.7 Million
Q2 2022

Aug 08, 2022

BUY
$167.96 - $227.2 $17,635 - $23,856
105 Added 9.94%
1,161 $204,000
Q1 2022

May 12, 2022

SELL
$199.76 - $251.37 $2,996 - $3,770
-15 Reduced 1.4%
1,056 $235,000
Q4 2021

Feb 15, 2022

SELL
$234.3 - $265.79 $6,560 - $7,442
-28 Reduced 2.55%
1,071 $273,000
Q3 2021

Nov 15, 2021

SELL
$230.42 - $251.05 $36,406 - $39,665
-158 Reduced 12.57%
1,099 $260,000
Q2 2021

Aug 13, 2021

BUY
$210.91 - $237.31 $265,113 - $298,298
1,257 New
1,257 $297,000

Others Institutions Holding VOT

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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