Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Vertex Planning Partners, LLC

  • $418 Billion
  • Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,013 shares of VOT stock, worth $549,649. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,013
Previous 2,013 -0.0%
Holding current value
$549,649
Previous $462 Million 6.06%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$212.21 - $235.79 $5,305 - $5,894
-25 Reduced 1.23%
2,013 $475 Million
Q4 2023

Feb 14, 2024
BUY
$180.9 - $221.2 $90,450 - $110,600
500 Added 32.51%
2,038 $447 Million
Q1 2023

May 16, 2023
BUY
$177.43 - $203.61 $23,065 - $26,469
130 Added 9.23%
1,538 $300 Million
Q4 2022

Feb 06, 2023
BUY
$165.84 - $193.83 $233,502 - $272,912
1,408 New
1,408 $253 Million

Others Institutions Holding VOT

# of Institutions
986
Shares Held
38.1M
Call Options Held
26.7K
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 Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, 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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email