Castle Rock Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Castle Rock Wealth Management, LLC

$386 Million
Q2 2025

A detailed history of Castle Rock Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Castle Rock Wealth Management, LLC holds 1,019 shares of VOT stock, worth $302,755. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,019

Previous 1,052 3.14%

Holding current value

$302,755

Previous $256,000 12.89%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	SELL	$216.28 - $284.39 $7,137 - $9,384	-33 Reduced 3.14%	1,019 $289,000
Q1 2025 Apr 08, 2025	BUY	$237.72 - $276.98 $475 - $553	2 Added 0.19%	1,052 $256,000
Q4 2024 Mar 05, 2025	SELL	$241.48 - $274.89 $2,173 - $2,474	-9 Reduced 0.85%	1,050 $266,000
Q3 2024 Oct 09, 2024	BUY	$218.05 - $243.47 $436 - $486	2 Added 0.19%	1,059 $257,000
Q2 2024 Jul 12, 2024	BUY	$218.75 - $234.97 $218 - $234	1 Added 0.09%	1,057 $242,000
Q1 2024 May 13, 2024	BUY	$212.21 - $235.79 $424 - $471	2 Added 0.19%	1,056 $248,000
Q4 2023 Jan 08, 2024	BUY	$180.9 - $221.2 $361 - $442	2 Added 0.19%	1,054 $231,000
Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $383 - $427	2 Added 0.19%	1,052 $204,000
Q2 2023 Jul 10, 2023	BUY	$186.22 - $205.77 $195,531 - $216,058	1,050 New	1,050 $216,000
Q4 2022 Jan 30, 2023	BUY	$165.84 - $193.83 $173,468 - $202,746	1,046 New	1,046 $188,000
Q2 2022 Jul 13, 2022	SELL	$167.96 - $227.2 $174,510 - $236,060	-1,039 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$199.76 - $251.37 $199 - $251	1 Added 0.1%	1,039 $226,000
Q4 2021 Feb 02, 2022	BUY	$234.3 - $265.79 $468 - $531	2 Added 0.19%	1,038 $223,000
Q3 2021 Nov 12, 2021	BUY	$230.42 - $251.05 $230 - $251	1 Added 0.1%	1,036 $273,000
Q1 2021 Apr 27, 2021	BUY	$204.75 - $230.34 $204 - $230	1 Added 0.1%	1,035 $233,000
Q4 2020 Jan 29, 2021	BUY	$178.76 - $215.29 $184,837 - $222,609	1,034 New	1,034 $226,000

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

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

News

Stay updated on Castle Rock Wealth Management, LLC with notifications on news.

Account

Castle Rock Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History