Wealthspire Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 62,211 shares of VOT stock, worth $16.8 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
62,211
Previous 61,326 1.44%
Holding current value
$16.8 Million
Previous $14.1 Million 7.59%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Nov 13, 2024
BUY
$218.05 - $243.47 $192,974 - $215,470
885 Added 1.44%
62,211 $15.1 Million
Q2 2024

Aug 08, 2024
SELL
$218.75 - $234.97 $236,687 - $254,237
-1,082 Reduced 1.73%
61,326 $14.1 Million
Q1 2024

May 06, 2024
SELL
$212.21 - $235.79 $649,999 - $722,224
-3,063 Reduced 4.68%
62,408 $14.7 Million
Q4 2023

Feb 06, 2024
SELL
$180.9 - $221.2 $56,259 - $68,793
-311 Reduced 0.47%
65,471 $14.4 Million
Q3 2023

Nov 06, 2023
SELL
$191.65 - $213.93 $645,285 - $720,302
-3,367 Reduced 4.87%
65,782 $12.8 Million
Q2 2023

Jul 31, 2023
SELL
$186.22 - $205.77 $644,693 - $712,375
-3,462 Reduced 4.77%
69,149 $14.2 Million
Q1 2023

May 09, 2023
SELL
$177.43 - $203.61 $806,241 - $925,203
-4,544 Reduced 5.89%
72,611 $14.2 Million
Q4 2022

Feb 13, 2023
BUY
$165.84 - $193.83 $285,908 - $334,162
1,724 Added 2.29%
77,155 $13.9 Million
Q3 2022

Nov 14, 2022
BUY
$170.12 - $208.72 $12 Million - $14.7 Million
70,533 Added 1440.04%
75,431 $12.9 Million
Q2 2022

Aug 09, 2022
SELL
$167.96 - $227.2 $96,744 - $130,867
-576 Reduced 10.52%
4,898 $859,000
Q1 2022

May 09, 2022
SELL
$199.76 - $251.37 $1,997 - $2,513
-10 Reduced 0.18%
5,474 $1.22 Million
Q4 2021

Feb 14, 2022
BUY
$234.3 - $265.79 $548,262 - $621,948
2,340 Added 74.43%
5,484 $1.4 Million
Q3 2021

Nov 15, 2021
BUY
$230.42 - $251.05 $85,255 - $92,888
370 Added 13.34%
3,144 $743,000
Q2 2021

Aug 13, 2021
BUY
$210.91 - $237.31 $161,346 - $181,542
765 Added 38.08%
2,774 $656,000
Q1 2021

May 17, 2021
BUY
$204.75 - $230.34 $71,457 - $80,388
349 Added 21.02%
2,009 $431,000
Q4 2020

Feb 16, 2021
BUY
$178.76 - $215.29 $296,741 - $357,381
1,660 New
1,660 $352,000
Q2 2020

Aug 14, 2020
SELL
$120.77 - $169.89 $194,802 - $274,032
-1,613 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$108.51 - $170.49 $175,026 - $275,000
1,613 New
1,613 $204,000

Others Institutions Holding VOT

# of Institutions
1,002
Shares Held
40.2M
Call Options Held
24.8K
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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email