Wr Wealth Planners, LLC Vanguard Mid Cap Growth Index Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,251 shares of VOT stock, worth $527,882. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,251

Previous 2,251 -0.0%

Holding current value

$527,882

Previous $548,000 4.2%

% of portfolio

0.19%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$218.05 - $243.47 $27,038 - $30,190	-124 Reduced 5.22%	2,251 $548,000
Q2 2024 Jul 31, 2024	SELL	$218.75 - $234.97 $42,437 - $45,584	-194 Reduced 7.55%	2,375 $545,000
Q1 2024 Jul 31, 2024	SELL	$212.21 - $235.79 $33,316 - $37,019	-157 Reduced 5.76%	2,569 $605,000
Q4 2023 Jul 30, 2024	BUY	$180.9 - $221.2 $493,133 - $602,991	2,726 New	2,726 $598,000
Q3 2023 Aug 01, 2024	BUY	$191.65 - $213.93 $22,231 - $24,815	116 Added 4.49%	2,698 $525 Million
Q2 2023 Aug 01, 2024	BUY	$186.22 - $205.77 $38,547 - $42,594	207 Added 8.72%	2,582 $531 Million
Q1 2023 Aug 01, 2024	SELL	$177.43 - $203.61 $344,569 - $395,410	-1,942 Reduced 81.77%	433 $84.4 Million
Q2 2022 Oct 17, 2024	SELL	$167.96 - $227.2 $503 - $681	-3 Closed	0 $0
Q1 2022 Oct 17, 2024	SELL	$199.76 - $251.37 $449,060 - $565,079	-2,248 Reduced 99.87%	3 $668,000

Others Institutions Holding VOT

# of Institutions

1,066

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Account

Wr Wealth Planners, LLC Vanguard Mid Cap Growth Index Transaction History