A detailed history of Bkm Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Bkm Wealth Management, LLC holds 3,427 shares of VOT stock, worth $837,079. This represents 0.38% of its overall portfolio holdings.

Number of Shares
3,427
Previous 3,115 10.02%
Holding current value
$837,079
Previous $735 Million 7.07%
% of portfolio
0.38%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$218.75 - $234.97 $68,250 - $73,310
312 Added 10.02%
3,427 $787 Million
Q1 2024

Apr 18, 2024

BUY
$212.21 - $235.79 $17,825 - $19,806
84 Added 2.77%
3,115 $735 Million
Q4 2023

Jan 10, 2024

BUY
$180.9 - $221.2 $548,307 - $670,457
3,031 New
3,031 $666 Million

Others Institutions Holding VOT

About VANGUARD MID-CAP GROWTH INDEX


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

Track Bkm Wealth Management, LLC Portfolio

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

News

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