Valley National Advisers Inc Vanguard Mid Cap Growth Index Transaction History

Valley National Advisers Inc

$554 Million
Q3 2024

A detailed history of Valley National Advisers Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Valley National Advisers Inc holds 5,587 shares of VOT stock, worth $1.46 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

5,587

Previous 8,112 31.13%

Holding current value

$1.46 Million

Previous $1.86 Million 26.92%

% of portfolio

0.25%

Previous 0.28%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$218.05 - $243.47 $550,576 - $614,761	-2,525 Reduced 31.13%	5,587 $1.36 Million
Q2 2024 Jul 18, 2024	BUY	$218.75 - $234.97 $231,218 - $248,363	1,057 Added 14.98%	8,112 $1.86 Million
Q1 2024 Apr 19, 2024	BUY	$212.21 - $235.79 $311,524 - $346,139	1,468 Added 26.28%	7,055 $1.66 Million
Q4 2023 Jan 25, 2024	BUY	$180.9 - $221.2 $1 Million - $1.23 Million	5,538 Added 11302.04%	5,587 $1.23 Million
Q3 2022 Nov 08, 2022	SELL	$170.12 - $208.72 $8,506 - $10,436	-50 Reduced 50.51%	49 $9,000
Q1 2021 May 07, 2021	BUY	$204.75 - $230.34 $10,032 - $11,286	49 Added 98.0%	99 $21,000
Q2 2020 Aug 10, 2020	SELL	$120.77 - $169.89 $25,361 - $35,676	-210 Reduced 80.77%	50 $8,000
Q4 2018 Feb 25, 2019	BUY	N/A	210 Added 420.0%	260 $31,000
Q2 2018 Aug 14, 2018	BUY	N/A	50 New	50 $7,000

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

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.

Account

Valley National Advisers Inc Vanguard Mid Cap Growth Index Transaction History