Total Wealth Planning, LLC Vanguard Mid Cap Growth Index Transaction History

Total Wealth Planning, LLC

$604 Million
Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Total Wealth Planning, LLC holds 63,994 shares of VOT stock, worth $16.8 Million. This represents 2.69% of its overall portfolio holdings.

Number of Shares

63,994

Previous 63,373 0.98%

Holding current value

$16.8 Million

Previous $15.4 Million 5.24%

% of portfolio

2.69%

Previous 2.55%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$241.48 - $274.89 $149,959 - $170,706	621 Added 0.98%	63,994 $16.2 Million
Q3 2024 Oct 10, 2024	BUY	$218.05 - $243.47 $352,368 - $393,447	1,616 Added 2.62%	63,373 $15.4 Million
Q2 2024 Aug 02, 2024	BUY	$218.75 - $234.97 $240,625 - $258,467	1,100 Added 1.81%	61,757 $14.2 Million
Q1 2024 Apr 18, 2024	BUY	$212.21 - $235.79 $39,471 - $43,856	186 Added 0.31%	60,657 $14.3 Million
Q4 2023 Feb 05, 2024	BUY	$180.9 - $221.2 $349,860 - $427,800	1,934 Added 3.3%	60,471 $13.3 Million
Q3 2023 Nov 08, 2023	BUY	$191.65 - $213.93 $367,201 - $409,889	1,916 Added 3.38%	58,537 $11.4 Million
Q2 2023 Jul 31, 2023	BUY	$186.22 - $205.77 $299,069 - $330,466	1,606 Added 2.92%	56,621 $11.7 Million
Q1 2023 Apr 14, 2023	BUY	$177.43 - $203.61 $1.01 Million - $1.16 Million	5,683 Added 11.52%	55,015 $10.7 Million
Q4 2022 Feb 02, 2023	BUY	$165.84 - $193.83 $299,009 - $349,475	1,803 Added 3.79%	49,332 $8.87 Million
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $1.08 Million - $1.32 Million	6,323 Added 15.34%	47,529 $8.11 Million
Q2 2022 Aug 01, 2022	BUY	$167.96 - $227.2 $454,835 - $615,257	2,708 Added 7.03%	41,206 $7.23 Million
Q1 2022 May 13, 2022	BUY	$199.76 - $251.37 $3.73 Million - $4.69 Million	18,652 Added 93.98%	38,498 $8.58 Million
Q4 2021 Feb 09, 2022	SELL	$234.3 - $265.79 $2.89 Million - $3.28 Million	-12,344 Reduced 38.35%	19,846 $2.83 Million
Q3 2021 Nov 04, 2021	BUY	$230.42 - $251.05 $434,802 - $473,731	1,887 Added 6.23%	32,190 $7.61 Million
Q2 2021 Aug 16, 2021	BUY	$210.91 - $237.31 $531,915 - $598,495	2,522 Added 9.08%	30,303 $7.16 Million
Q1 2021 May 17, 2021	BUY	$204.75 - $230.34 $366,502 - $412,308	1,790 Added 6.89%	27,781 $5.96 Million
Q4 2020 Feb 11, 2021	BUY	$178.76 - $215.29 $122,093 - $147,043	683 Added 2.7%	25,991 $5.51 Million
Q3 2020 Nov 10, 2020	SELL	$166.29 - $188.98 $298,324 - $339,030	-1,794 Reduced 6.62%	25,308 $4.56 Million
Q2 2020 Aug 13, 2020	BUY	$120.77 - $169.89 $203,738 - $286,604	1,687 Added 6.64%	27,102 $4.47 Million
Q1 2020 May 13, 2020	BUY	$108.51 - $170.49 $789,952 - $1.24 Million	7,280 Added 40.14%	25,415 $3.22 Million
Q4 2019 Feb 11, 2020	SELL	$144.1 - $159.03 $87,901 - $97,008	-610 Reduced 3.25%	18,135 $2.88 Million
Q3 2019 Nov 07, 2019	SELL	$147.12 - $150.91 $77,679 - $79,680	-528 Reduced 2.74%	18,745 $2.78 Million
Q2 2019 Aug 06, 2019	SELL	N/A	-573 Reduced 2.89%	19,273 $2.88 Million
Q1 2019 May 15, 2019	SELL	N/A	-342 Reduced 1.69%	19,846 $2.83 Million
Q4 2018 Feb 14, 2019	BUY	N/A	20,188 New	20,188 $2.42 Million

Others Institutions Holding VOT

# of Institutions

1,053

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Total Wealth Planning, LLC Vanguard Mid Cap Growth Index Transaction History