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

Wr Wealth Planners, LLC

$347 Million
Q3 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 $590,572. This represents 0.16% of its overall portfolio holdings.

Number of Shares

2,251

Previous 2,375 5.22%

Holding current value

$590,572

Previous $545,000 0.55%

% of portfolio

0.16%

Previous 0.17%

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

955

Shares Held

38.8M

Call Options Held

15.7K

Put Options Held

4.4K

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About VANGUARD MID-CAP GROWTH INDEX

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