Falcon Wealth Planning Vanguard Mid Cap Growth Index Transaction History

Falcon Wealth Planning

  • $798 Million
  • Q3 2024

A detailed history of Falcon Wealth Planning transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Falcon Wealth Planning holds 7,330 shares of VOT stock, worth $1.95 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,330
Previous 7,354 0.33%
Holding current value
$1.95 Million
Previous $1.69 Million 5.69%
% of portfolio
0.22%
Previous 0.22%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$218.05 - $243.47 $5,233 - $5,843
-24 Reduced 0.33%
7,330 $1.78 Million
Q2 2024

Jul 16, 2024
SELL
$218.75 - $234.97 $92,968 - $99,862
-425 Reduced 5.46%
7,354 $1.69 Million
Q1 2024

Apr 15, 2024
SELL
$212.21 - $235.79 $167,433 - $186,038
-789 Reduced 9.21%
7,779 $1.83 Million
Q4 2023

Jan 10, 2024
BUY
$180.9 - $221.2 $564,588 - $690,365
3,121 Added 57.3%
8,568 $1.88 Million
Q3 2023

Oct 05, 2023
SELL
$191.65 - $213.93 $28,555 - $31,875
-149 Reduced 2.66%
5,447 $1.06 Million
Q2 2023

Jul 13, 2023
BUY
$186.22 - $205.77 $2,793 - $3,086
15 Added 0.27%
5,596 $1.15 Million
Q1 2023

May 15, 2023
SELL
$177.43 - $203.61 $34,066 - $39,093
-192 Reduced 3.33%
5,581 $1.09 Million
Q4 2022

Jan 20, 2023
BUY
$165.84 - $193.83 $343,454 - $401,421
2,071 Added 55.94%
5,773 $0
Q3 2022

Nov 10, 2022
SELL
$170.12 - $208.72 $309,958 - $380,287
-1,822 Reduced 32.98%
3,702 $631,000
Q2 2022

Jul 20, 2022
BUY
$167.96 - $227.2 $443,246 - $599,580
2,639 Added 91.47%
5,524 $969,000
Q1 2022

May 05, 2022
BUY
$199.76 - $251.37 $389,332 - $489,920
1,949 Added 208.23%
2,885 $643,000
Q4 2021

Jan 24, 2022
BUY
$234.3 - $265.79 $219,304 - $248,779
936 New
936 $238,000

Others Institutions Holding VOT

# of Institutions
977
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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