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 $306,358. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,255
Previous 1,255 -0.0%
Holding current value
$306,358
Previous $305,000 4.26%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
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
1,058
Shares Held
42.2M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

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

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email