Strategic Financial Partners, Ltd. Vanguard Mid Cap Growth Index Transaction History

Strategic Financial Partners, Ltd.

$195 Million
Q4 2024

A detailed history of Strategic Financial Partners, Ltd. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Strategic Financial Partners, Ltd. holds 3,122 shares of VOT stock, worth $732,764. This represents 0.41% of its overall portfolio holdings.

Number of Shares

3,122

Previous 3,388 7.85%

Holding current value

$732,764

Previous $824,000 3.88%

% of portfolio

0.41%

Previous 0.42%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$241.48 - $274.89 $64,233 - $73,120	-266 Reduced 7.85%	3,122 $792,000
Q3 2024 Oct 28, 2024	BUY	$218.05 - $243.47 $23,549 - $26,294	108 Added 3.29%	3,388 $824,000
Q2 2024 Jul 24, 2024	SELL	$218.75 - $234.97 $41,562 - $44,644	-190 Reduced 5.48%	3,280 $752,000
Q1 2024 Jul 10, 2024	BUY	$212.21 - $235.79 $12,520 - $13,911	59 Added 1.73%	3,470 $818,000
Q3 2023 Jul 10, 2024	SELL	$191.65 - $213.93 $2,108 - $2,353	-11 Reduced 0.32%	3,411 $664,000
Q2 2023 Jul 10, 2024	SELL	$186.22 - $205.77 $43,389 - $47,944	-233 Reduced 6.37%	3,422 $704,000
Q1 2023 Jul 10, 2024	SELL	$177.43 - $203.61 $76,294 - $87,552	-430 Reduced 10.53%	3,655 $712,000
Q4 2022 Jul 10, 2024	SELL	$165.84 - $193.83 $12,272 - $14,343	-74 Reduced 1.78%	4,085 $734,000
Q3 2022 Jul 10, 2024	SELL	$170.12 - $208.72 $67,197 - $82,444	-395 Reduced 8.67%	4,159 $709,000
Q2 2022 Jul 10, 2024	SELL	$167.96 - $227.2 $23,850 - $32,262	-142 Reduced 3.02%	4,554 $799,000
Q1 2022 Jul 10, 2024	SELL	$199.76 - $251.37 $73,711 - $92,755	-369 Reduced 7.29%	4,696 $1.05 Million
Q4 2021 Jul 09, 2024	BUY	$234.3 - $265.79 $7,263 - $8,239	31 Added 0.62%	5,065 $1.29 Million
Q3 2021 Jul 09, 2024	BUY	$230.42 - $251.05 $62,904 - $68,536	273 Added 5.73%	5,034 $1.19 Million
Q2 2021 Jul 09, 2024	BUY	$210.91 - $237.31 $21,091 - $23,731	100 Added 2.15%	4,761 $1.13 Million
Q1 2021 Jul 09, 2024	SELL	$204.75 - $230.34 $19,041 - $21,421	-93 Reduced 1.96%	4,661 $1 Million
Q4 2020 Jul 09, 2024	SELL	$178.76 - $215.29 $11,440 - $13,778	-64 Reduced 1.33%	4,754 $1.01 Million
Q3 2020 Jul 09, 2024	SELL	$166.29 - $188.98 $114,906 - $130,585	-691 Reduced 12.54%	4,818 $868,000
Q2 2020 Jul 09, 2024	SELL	$120.77 - $169.89 $139,730 - $196,562	-1,157 Reduced 17.36%	5,509 $910,000
Q1 2020 Jul 09, 2024	SELL	$108.51 - $170.49 $26,150 - $41,088	-241 Reduced 3.49%	6,666 $845,000
Q4 2019 Jul 08, 2024	BUY	$144.1 - $159.03 $995,298 - $1.1 Million	6,907 New	6,907 $1.1 Million

Others Institutions Holding VOT

# of Institutions

1,062

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

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Strategic Financial Partners, Ltd. Vanguard Mid Cap Growth Index Transaction History