Rockbridge Investment Management, Lcc Vanguard Mid Cap Growth Index Transaction History

Rockbridge Investment Management, Lcc

  • $772 Billion
  • Q3 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,479 shares of VOT stock, worth $647,713. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,479
Previous 2,753 9.95%
Holding current value
$647,713
Previous $632 Million 4.53%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Nov 01, 2024
SELL
$218.05 - $243.47 $59,745 - $66,710
-274 Reduced 9.95%
2,479 $603 Million
Q1 2024

May 15, 2024
SELL
$212.21 - $235.79 $43,503 - $48,336
-205 Reduced 6.93%
2,753 $649 Million
Q4 2023

Feb 14, 2024
SELL
$180.9 - $221.2 $146,167 - $178,729
-808 Reduced 21.46%
2,958 $650 Million
Q3 2023

May 28, 2024
BUY
$191.65 - $213.93 $4,216 - $4,706
22 Added 0.7%
3,157 $614,000
Q2 2023

May 28, 2024
SELL
$186.22 - $205.77 $145,251 - $160,500
-780 Reduced 19.92%
3,135 $645,000
Q1 2023

May 28, 2024
SELL
$177.43 - $203.61 $78,424 - $89,995
-442 Reduced 10.14%
3,915 $762,000
Q4 2022

May 28, 2024
SELL
$165.84 - $193.83 $10,447 - $12,211
-63 Reduced 1.43%
4,357 $783,000
Q3 2022

May 28, 2024
BUY
$170.12 - $208.72 $11,398 - $13,984
67 Added 1.54%
4,420 $0
Q2 2022

May 28, 2024
BUY
$167.96 - $227.2 $98,592 - $133,366
587 Added 15.59%
4,353 $0
Q1 2022

May 28, 2024
BUY
$199.76 - $251.37 $202,356 - $254,637
1,013 Added 36.8%
3,766 $0
Q4 2021

Feb 14, 2022
BUY
$234.3 - $265.79 $234 - $265
1 Added 0.03%
3,766 $959,000
Q2 2020

Aug 20, 2020
BUY
$120.77 - $169.89 $454,699 - $639,635
3,765 New
3,765 $622,000

Others Institutions Holding VOT

# of Institutions
977
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
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 Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email