Ae Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Ae Wealth Management LLC

$10.4 Billion
Q4 2024

A detailed history of Ae Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ae Wealth Management LLC holds 12,467 shares of VOT stock, worth $3.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,467

Previous 7,038 77.14%

Holding current value

$3.19 Million

Previous $1.71 Million 84.65%

% of portfolio

0.03%

Previous 0.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$241.48 - $274.89 $1.31 Million - $1.49 Million	5,429 Added 77.14%	12,467 $3.16 Million
Q3 2024 Nov 14, 2024	SELL	$218.05 - $243.47 $169,642 - $189,419	-778 Reduced 9.95%	7,038 $1.71 Million
Q2 2024 Aug 12, 2024	SELL	$218.75 - $234.97 $82,031 - $88,113	-375 Reduced 4.58%	7,816 $1.79 Million
Q1 2024 May 15, 2024	SELL	$212.21 - $235.79 $1.79 Million - $1.99 Million	-8,428 Reduced 50.71%	8,191 $1.93 Million
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $548,488 - $670,678	3,032 Added 22.32%	16,619 $3.65 Million
Q3 2023 Oct 11, 2023	BUY	$191.65 - $213.93 $281,150 - $313,835	1,467 Added 12.1%	13,587 $2.65 Million
Q2 2023 Jul 10, 2023	SELL	$186.22 - $205.77 $250,279 - $276,554	-1,344 Reduced 9.98%	12,120 $2.49 Million
Q1 2023 Apr 14, 2023	SELL	$177.43 - $203.61 $487,045 - $558,909	-2,745 Reduced 16.94%	13,464 $2.62 Million
Q4 2022 Jan 31, 2023	SELL	$165.84 - $193.83 $2.77 Million - $3.23 Million	-16,679 Reduced 50.71%	16,209 $2.91 Million
Q3 2022 Oct 25, 2022	SELL	$170.12 - $208.72 $343,982 - $422,031	-2,022 Reduced 5.79%	32,888 $5.61 Million
Q2 2022 Aug 03, 2022	SELL	$167.96 - $227.2 $6.58 Million - $8.9 Million	-39,163 Reduced 52.87%	34,910 $6.12 Million
Q1 2022 Apr 18, 2022	SELL	$199.76 - $251.37 $1.28 Million - $1.61 Million	-6,401 Reduced 7.95%	74,073 $16.5 Million
Q4 2021 Jan 20, 2022	BUY	$234.3 - $265.79 $663,771 - $752,983	2,833 Added 3.65%	80,474 $20.5 Million
Q3 2021 Nov 01, 2021	SELL	$230.42 - $251.05 $44.5 Million - $48.5 Million	-193,327 Reduced 71.35%	77,641 $18.3 Million
Q2 2021 Jul 21, 2021	BUY	$210.91 - $237.31 $3.86 Million - $4.35 Million	18,323 Added 7.25%	270,968 $64 Million
Q1 2021 Apr 27, 2021	BUY	$204.75 - $230.34 $9.07 Million - $10.2 Million	44,298 Added 21.26%	252,645 $54.2 Million
Q4 2020 Feb 01, 2021	BUY	$178.76 - $215.29 $30.5 Million - $36.8 Million	170,846 Added 455.58%	208,347 $44.2 Million
Q3 2020 Nov 06, 2020	BUY	$166.29 - $188.98 $642,378 - $730,029	3,863 Added 11.48%	37,501 $6.76 Million
Q2 2020 Aug 05, 2020	BUY	$120.77 - $169.89 $594,792 - $836,708	4,925 Added 17.15%	33,638 $5.55 Million
Q1 2020 May 07, 2020	SELL	$108.51 - $170.49 $183,490 - $288,298	-1,691 Reduced 5.56%	28,713 $3.64 Million
Q4 2019 Jan 15, 2020	SELL	$144.1 - $159.03 $229,407 - $253,175	-1,592 Reduced 4.98%	30,404 $4.83 Million
Q3 2019 Nov 05, 2019	BUY	$147.12 - $150.91 $329,107 - $337,585	2,237 Added 7.52%	31,996 $4.74 Million
Q2 2019 Jul 22, 2019	BUY	N/A	18,177 Added 156.94%	29,759 $4.44 Million
Q1 2019 May 14, 2019	BUY	N/A	8,863 Added 325.97%	11,582 $1.65 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-16,096 Reduced 85.55%	2,719 $325,000
Q3 2018 Nov 14, 2018	BUY	N/A	2,676 Added 16.58%	18,815 $2.68 Million
Q2 2018 Aug 15, 2018	BUY	N/A	12,498 Added 343.26%	16,139 $2.17 Million
Q1 2018 May 14, 2018	BUY	N/A	1,077 Added 42.0%	3,641 $472,000
Q4 2017 Feb 06, 2018	SELL	N/A	-11 Reduced 0.43%	2,564 $327,000
Q3 2017 Nov 08, 2017	BUY	N/A	2,575	2,575 $314,000

Others Institutions Holding VOT

# of Institutions

1,054

Shares Held

43M

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 Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Account

Ae Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History