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%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

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

News

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