Arete Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Arete Wealth Advisors, LLC

$1.31 Billion
Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 2,586 shares of VOT stock, worth $693,720. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,586

Previous 2,162 19.61%

Holding current value

$693,720

Previous $550,000 15.09%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$237.72 - $276.98 $100,793 - $117,439	424 Added 19.61%	2,586 $633,000
Q3 2024 Nov 14, 2024	SELL	$218.05 - $243.47 $35,760 - $39,929	-164 Reduced 7.05%	2,162 $524,000
Q2 2024 Aug 13, 2024	BUY	$218.75 - $234.97 $508,812 - $546,540	2,326 New	2,326 $533,000
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $410,823 - $502,345	2,271 New	2,271 $498,000
Q2 2023 Aug 09, 2023	BUY	$186.22 - $205.77 $97,393 - $107,617	523 Added 37.9%	1,903 $391,000
Q1 2023 May 01, 2023	BUY	$177.43 - $203.61 $244,853 - $280,981	1,380 New	1,380 $268,000
Q3 2022 Nov 07, 2022	SELL	$170.12 - $208.72 $8.97 Million - $11 Million	-52,749 Reduced 97.6%	1,295 $221,000
Q2 2022 Aug 15, 2022	BUY	$167.96 - $227.2 $9.08 Million - $12.3 Million	54,044 New	54,044 $4.97 Million

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

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Arete Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History