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

Bkm Wealth Management, LLC

$256 Billion
Q2 2025

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 3,821 shares of VOT stock, worth $1.13 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

3,821

Previous 3,753 1.81%

Holding current value

$1.13 Million

Previous $918 Million 18.35%

% of portfolio

0.42%

Previous 0.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$216.28 - $284.39 $14,707 - $19,338	68 Added 1.81%	3,821 $1.09 Billion
Q1 2025 May 05, 2025	BUY	$237.72 - $276.98 $62,044 - $72,291	261 Added 7.47%	3,753 $918 Million
Q4 2024 Jan 31, 2025	SELL	$241.48 - $274.89 $32,116 - $36,560	-133 Reduced 3.67%	3,492 $886 Million
Q3 2024 Oct 23, 2024	BUY	$218.05 - $243.47 $43,173 - $48,207	198 Added 5.78%	3,625 $883 Million
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

# of Institutions

1,123

Shares Held

40M

Call Options Held

18K

Put Options Held

7.8K

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

News

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

Account

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