Wmg Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Wmg Financial Advisors, LLC

$273 Million
Q3 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,236 shares of VOT stock, worth $345,832. This represents 0.13% of its overall portfolio holdings.

Number of Shares

1,236

Previous 1,236 -0.0%

Holding current value

$345,832

Previous $351,000 3.42%

% of portfolio

0.13%

Previous 0.14%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$216.28 - $284.39 $12,327 - $16,210	-57 Reduced 4.41%	1,236 $351,000
Q1 2025 May 06, 2025	BUY	$237.72 - $276.98 $475 - $553	2 Added 0.15%	1,293 $316,000
Q4 2024 Feb 06, 2025	BUY	$241.48 - $274.89 $7,727 - $8,796	32 Added 2.54%	1,291 $327,000
Q3 2024 Oct 31, 2024	SELL	$218.05 - $243.47 $3,706 - $4,138	-17 Reduced 1.33%	1,259 $306,000
Q2 2024 Jul 30, 2024	SELL	$218.75 - $234.97 $8,312 - $8,928	-38 Reduced 2.89%	1,276 $292,000

Q1 2024 May 07, 2024	BUY	$212.21 - $235.79 $32,468 - $36,075	153 Added 13.18%	1,314 $309,000
Q2 2023 Aug 03, 2023	BUY	$186.22 - $205.77 $51,582 - $56,998	277 Added 31.33%	1,161 $238,000
Q1 2023 Apr 18, 2023	SELL	$177.43 - $203.61 $54,471 - $62,508	-307 Reduced 25.78%	884 $172,000
Q4 2022 Feb 10, 2023	BUY	$165.84 - $193.83 $197,515 - $230,851	1,191 New	1,191 $214,000
Q2 2022 Aug 08, 2022	SELL	$167.96 - $227.2 $169,471 - $229,244	-1,009 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $236,408 - $268,182	1,009 New	1,009 $254,000

Others Institutions Holding VOT

# of Institutions

1,149

Shares Held

41.4M

Call Options Held

15K

Put Options Held

9.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Wmg Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History