Creative Planning Vanguard Mid Cap Growth Index Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Creative Planning holds 93,119 shares of VOT stock, worth $25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

93,119

Previous 89,785 3.71%

Holding current value

$25 Million

Previous $20.6 Million 9.99%

% of portfolio

0.02%

Previous 0.02%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$218.05 - $243.47 $726,978 - $811,728	3,334 Added 3.71%	93,119 $22.7 Million
Q2 2024 Aug 15, 2024	SELL	$218.75 - $234.97 $426,343 - $457,956	-1,949 Reduced 2.12%	89,785 $20.6 Million
Q1 2024 May 10, 2024	SELL	$212.21 - $235.79 $673,130 - $747,925	-3,172 Reduced 3.34%	91,734 $21.6 Million
Q4 2023 Feb 14, 2024	SELL	$180.9 - $221.2 $1.91 Million - $2.34 Million	-10,566 Reduced 10.02%	94,906 $20.8 Million
Q3 2023 Nov 16, 2023	BUY	$191.65 - $213.93 $2.53 Million - $2.83 Million	13,224 Added 14.34%	105,472 $20.5 Million
Q2 2023 Jul 21, 2023	BUY	$186.22 - $205.77 $1.24 Million - $1.37 Million	6,641 Added 7.76%	92,248 $19 Million
Q1 2023 May 15, 2023	BUY	$177.43 - $203.61 $6,919 - $7,940	39 Added 0.05%	85,607 $16.7 Million
Q4 2022 Feb 10, 2023	BUY	$165.84 - $193.83 $2.07 Million - $2.42 Million	12,500 Added 17.11%	85,568 $15.4 Million
Q3 2022 Nov 03, 2022	BUY	$170.12 - $208.72 $331,563 - $406,795	1,949 Added 2.74%	73,068 $12.5 Million
Q2 2022 Aug 15, 2022	BUY	$167.96 - $227.2 $262,689 - $355,340	1,564 Added 2.25%	71,119 $12.5 Million
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $2.1 Million - $2.64 Million	10,500 Added 17.78%	69,555 $15.5 Million
Q4 2021 Feb 11, 2022	BUY	$234.3 - $265.79 $338,329 - $383,800	1,444 Added 2.51%	59,055 $15 Million
Q3 2021 Nov 10, 2021	BUY	$230.42 - $251.05 $58,526 - $63,766	254 Added 0.44%	57,611 $13.6 Million
Q2 2021 Aug 04, 2021	SELL	$210.91 - $237.31 $1.55 Million - $1.74 Million	-7,329 Reduced 11.33%	57,357 $13.6 Million
Q1 2021 Apr 30, 2021	BUY	$204.75 - $230.34 $72,276 - $81,310	353 Added 0.55%	64,686 $13.9 Million
Q4 2020 Jan 29, 2021	BUY	$178.76 - $215.29 $60,599 - $72,983	339 Added 0.53%	64,333 $13.6 Million
Q3 2020 Nov 05, 2020	BUY	$166.29 - $188.98 $358,687 - $407,629	2,157 Added 3.49%	63,994 $11.5 Million
Q2 2020 Jul 23, 2020	SELL	$120.77 - $169.89 $692,253 - $973,809	-5,732 Reduced 8.48%	61,837 $10.2 Million
Q1 2020 May 05, 2020	SELL	$108.51 - $170.49 $570,437 - $896,265	-5,257 Reduced 7.22%	67,569 $8.56 Million
Q4 2019 Jan 30, 2020	BUY	$144.1 - $159.03 $54,325 - $59,954	377 Added 0.52%	72,826 $11.6 Million
Q3 2019 Nov 01, 2019	BUY	$147.12 - $150.91 $44,724 - $45,876	304 Added 0.42%	72,449 $10.7 Million
Q2 2019 Jul 26, 2019	BUY	N/A	47,624 Added 194.22%	72,145 $10.8 Million
Q1 2019 Apr 24, 2019	BUY	N/A	215 Added 0.88%	24,521 $3.5 Million
Q4 2018 Feb 01, 2019	BUY	N/A	14 Added 0.06%	24,306 $2.91 Million
Q3 2018 Oct 25, 2018	BUY	N/A	991 Added 4.25%	24,292 $3.46 Million
Q2 2018 Jul 20, 2018	BUY	N/A	543 Added 2.39%	23,301 $3.13 Million
Q1 2018 Apr 18, 2018	SELL	N/A	-1,311 Reduced 5.45%	22,758 $2.95 Million
Q4 2017 Jan 17, 2018	BUY	N/A	1,914 Added 8.64%	24,069 $3.07 Million
Q3 2017 Oct 17, 2017	BUY	N/A	22,155	22,155 $2.7 Million

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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Creative Planning Vanguard Mid Cap Growth Index Transaction History