Creative One Wealth, LLC Vanguard Mid Cap Growth Index Transaction History

Creative One Wealth, LLC

$2.76 Billion
Q3 2024

A detailed history of Creative One Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Creative One Wealth, LLC holds 2,949 shares of VOT stock, worth $758,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,949

Previous 2,070 42.46%

Holding current value

$758,954

Previous $475,000 50.95%

% of portfolio

0.03%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$218.05 - $243.47 $191,665 - $214,010	879 Added 42.46%	2,949 $717,000
Q2 2024 Aug 14, 2024	SELL	$218.75 - $234.97 $198,843 - $213,587	-909 Reduced 30.51%	2,070 $475,000
Q1 2024 May 14, 2024	BUY	$212.21 - $235.79 $349,934 - $388,817	1,649 Added 123.98%	2,979 $703,000
Q4 2023 Feb 09, 2024	SELL	$180.9 - $221.2 $326,524 - $399,266	-1,805 Reduced 57.58%	1,330 $292,000
Q3 2023 Oct 17, 2023	SELL	$191.65 - $213.93 $165,010 - $184,193	-861 Reduced 21.55%	3,135 $611,000
Q2 2023 Aug 16, 2023	BUY	$186.22 - $205.77 $412,104 - $455,369	2,213 Added 124.12%	3,996 $822,000
Q2 2023 Aug 14, 2023	BUY	$186.22 - $205.77 $120,484 - $133,133	647 Added 56.95%	1,783 $361,000
Q1 2023 May 15, 2023	BUY	$177.43 - $203.61 $201,560 - $231,300	1,136 New	1,136 $221,000
Q1 2022 May 13, 2022	SELL	$199.76 - $251.37 $728,125 - $916,243	-3,645 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$234.3 - $265.79 $854,023 - $968,804	3,645 New	3,645 $928,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

Call Options Held

26.7K

Put Options Held

5.6K

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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Account

Creative One Wealth, LLC Vanguard Mid Cap Growth Index Transaction History