Concord Wealth Partners Vanguard Mid Cap Growth Index Transaction History

Concord Wealth Partners

  • $603 Million
  • Q4 2024

A detailed history of Concord Wealth Partners transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Concord Wealth Partners holds 149 shares of VOT stock, worth $38,114. This represents 0.01% of its overall portfolio holdings.

Number of Shares
149
Previous 470 68.3%
Holding current value
$38,114
Previous $114,000 67.54%
% of portfolio
0.01%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$241.48 - $274.89 $77,515 - $88,239
-321 Reduced 68.3%
149 $37,000
Q3 2024

Oct 24, 2024
BUY
$218.05 - $243.47 $50,151 - $55,998
230 Added 95.83%
470 $114,000
Q2 2024

Jul 31, 2024
SELL
$218.75 - $234.97 $78,968 - $84,824
-361 Reduced 60.07%
240 $55,000
Q1 2024

Apr 30, 2024
BUY
$212.21 - $235.79 $39,258 - $43,621
185 Added 44.47%
601 $141,000
Q4 2023

Apr 30, 2024
SELL
$180.9 - $221.2 $106,369 - $130,065
-588 Reduced 58.57%
416 $91,000
Q4 2023

Feb 05, 2024
SELL
$180.9 - $221.2 $106,369 - $130,065
-588 Reduced 58.57%
416 $91,000
Q3 2023

Apr 30, 2024
BUY
$191.65 - $213.93 $112,690 - $125,790
588 Added 141.35%
1,004 $195,000
Q3 2023

Oct 25, 2023
BUY
$191.65 - $213.93 $4,982 - $5,562
26 Added 2.66%
1,004 $195,000
Q2 2023

Aug 07, 2023
BUY
$186.22 - $205.77 $14,525 - $16,050
78 Added 8.67%
978 $201,000
Q1 2023

Apr 26, 2023
SELL
$177.43 - $203.61 $43,470 - $49,884
-245 Reduced 21.4%
900 $175,000
Q4 2022

Jan 27, 2023
SELL
$165.84 - $193.83 $21,393 - $25,004
-129 Reduced 10.13%
1,145 $205,000
Q3 2022

Nov 10, 2022
SELL
$170.12 - $208.72 $685,073 - $840,515
-4,027 Reduced 75.97%
1,274 $217,000
Q2 2022

Aug 04, 2022
BUY
$167.96 - $227.2 $50,220 - $67,932
299 Added 5.98%
5,301 $930,000
Q1 2022

Apr 20, 2022
BUY
$199.76 - $251.37 $12,385 - $15,584
62 Added 1.26%
5,002 $1.11 Million
Q4 2021

Jan 21, 2022
BUY
$234.3 - $265.79 $485,235 - $550,451
2,071 Added 72.19%
4,940 $1.26 Million
Q3 2021

Nov 09, 2021
SELL
$230.42 - $251.05 $367,289 - $400,173
-1,594 Reduced 35.72%
2,869 $678,000
Q2 2021

Jul 29, 2021
BUY
$210.91 - $237.31 $208,589 - $234,699
989 Added 28.47%
4,463 $1.06 Million
Q1 2021

May 13, 2021
BUY
$204.75 - $230.34 $699,221 - $786,611
3,415 Added 5788.14%
3,474 $745,000
Q4 2020

Feb 16, 2021
BUY
$178.76 - $215.29 $10,546 - $12,702
59 New
59 $13,000

Others Institutions Holding VOT

# of Institutions
1,054
Shares Held
43M
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
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More about VOT
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