Axxcess Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,255 shares of VOT stock, worth $312,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,255

Previous 1,255 -0.0%

Holding current value

$312,294

Previous $305,000 4.26%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	SELL	$218.75 - $234.97 $1.29 Million - $1.39 Million	-5,916 Reduced 82.5%	1,255 $288,000
Q1 2024 May 14, 2024	BUY	$212.21 - $235.79 $200,114 - $222,349	943 Added 15.14%	7,171 $1.69 Million
Q4 2023 Feb 06, 2024	BUY	$180.9 - $221.2 $116,318 - $142,231	643 Added 11.51%	6,228 $1.37 Million
Q3 2023 Nov 14, 2023	BUY	$191.65 - $213.93 $512,472 - $572,048	2,674 Added 91.86%	5,585 $1.09 Million
Q2 2023 Aug 08, 2023	SELL	$186.22 - $205.77 $175,233 - $193,629	-941 Reduced 24.43%	2,911 $598,000
Q1 2023 May 03, 2023	SELL	$177.43 - $203.61 $50,212 - $57,621	-283 Reduced 6.84%	3,852 $750,000
Q4 2022 Feb 14, 2023	BUY	$165.84 - $193.83 $21,227 - $24,810	128 Added 3.19%	4,135 $743,000
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $21,775 - $26,716	-128 Reduced 3.1%	4,007 $683,000
Q2 2022 Aug 11, 2022	BUY	$167.96 - $227.2 $62,481 - $84,518	372 Added 9.89%	4,135 $725,000
Q1 2022 Aug 11, 2022	BUY	$199.76 - $251.37 $20,575 - $25,891	103 Added 2.81%	3,763 $838,000
Q4 2021 Aug 11, 2022	BUY	$234.3 - $265.79 $857,538 - $972,791	3,660 New	3,660 $932,000

Others Institutions Holding VOT

# of Institutions

1,059

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Axxcess Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History