Lws Wealth Advisors, Inc. Vanguard Mid Cap Growth Index Transaction History

Lws Wealth Advisors, Inc.

$255 Million
Q4 2023

A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 1,043 shares of VOT stock, worth $291,831. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,043

Previous 1,041 0.19%

Holding current value

$291,831

Previous $202,000 13.37%

% of portfolio

0.09%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$180.9 - $221.2 $361 - $442	2 Added 0.19%	1,043 $229,000
Q3 2023 Nov 13, 2023	SELL	$191.65 - $213.93 $1,341 - $1,497	-7 Reduced 0.67%	1,041 $202,000
Q2 2023 Jul 28, 2023	BUY	$186.22 - $205.77 $1,489 - $1,646	8 Added 0.77%	1,048 $215,000
Q1 2023 Apr 28, 2023	BUY	$177.43 - $203.61 $184,527 - $211,754	1,040 New	1,040 $202,000
Q2 2022 Aug 05, 2022	SELL	$167.96 - $227.2 $173,838 - $235,152	-1,035 Closed	0 $0

Q1 2022 May 10, 2022	BUY	$199.76 - $251.37 $199 - $251	1 Added 0.1%	1,035 $231,000
Q4 2021 Feb 02, 2022	BUY	$234.3 - $265.79 $234 - $265	1 Added 0.1%	1,034 $263,000
Q3 2021 Nov 09, 2021	SELL	$230.42 - $251.05 $19,124 - $20,837	-83 Reduced 7.44%	1,033 $244,000
Q2 2021 Jul 23, 2021	SELL	$210.91 - $237.31 $55,047 - $61,937	-261 Reduced 18.95%	1,116 $264,000
Q1 2021 Apr 29, 2021	SELL	$204.75 - $230.34 $59,377 - $66,798	-290 Reduced 17.4%	1,377 $295,000
Q4 2020 Jan 20, 2021	SELL	$178.76 - $215.29 $5,541 - $6,673	-31 Reduced 1.83%	1,667 $353,000
Q3 2020 Nov 10, 2020	SELL	$166.29 - $188.98 $25,774 - $29,291	-155 Reduced 8.36%	1,698 $306,000
Q2 2020 Aug 05, 2020	SELL	$120.77 - $169.89 $4,226 - $5,946	-35 Reduced 1.85%	1,853 $306,000
Q1 2020 May 04, 2020	SELL	$108.51 - $170.49 $8,029 - $12,616	-74 Reduced 3.77%	1,888 $239,000
Q4 2019 Feb 06, 2020	BUY	$144.1 - $159.03 $282,724 - $312,016	1,962 New	1,962 $311,000

Others Institutions Holding VOT

# of Institutions

1,149

Shares Held

41.3M

Call Options Held

15K

Put Options Held

9.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Lws Wealth Advisors, Inc. Vanguard Mid Cap Growth Index Transaction History