Family Management Corp Vanguard Mid Cap Growth Index Transaction History

Family Management Corp

$523 Million
Q1 2024

A detailed history of Family Management Corp transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Family Management Corp holds 6,708 shares of VOT stock, worth $1.54 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

6,708

Previous 6,841 1.94%

Holding current value

$1.54 Million

Previous $1.5 Million 5.26%

% of portfolio

0.3%

Previous 0.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$212.21 - $235.79 $28,223 - $31,360	-133 Reduced 1.94%	6,708 $1.58 Million
Q4 2023 Feb 14, 2024	SELL	$180.9 - $221.2 $57,707 - $70,562	-319 Reduced 4.46%	6,841 $1.5 Million
Q3 2023 Nov 14, 2023	BUY	$191.65 - $213.93 $1.2 Million - $1.34 Million	6,281 Added 714.56%	7,160 $1.39 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-466 Reduced 34.65%	879 $154,000
Q1 2022 May 16, 2022	SELL	N/A	-70 Reduced 4.95%	1,345 $300,000

Q4 2021 Feb 14, 2022	SELL	N/A	-15 Reduced 1.05%	1,415 $360,000
Q3 2020 Nov 13, 2020	SELL	N/A	-553 Reduced 27.89%	1,430 $258,000
Q2 2020 Aug 13, 2020	BUY	N/A	833 Added 72.43%	1,983 $327,000
Q1 2020 May 06, 2020	SELL	N/A	-200 Reduced 14.81%	1,150 $146,000
Q4 2019 Feb 11, 2020	SELL	N/A	-685 Reduced 33.66%	1,350 $214,000
Q3 2019 Nov 12, 2019	BUY	N/A	2,035 New	2,035 $301,000

Others Institutions Holding VOT

# of Institutions

911

Shares Held

32.6M

Call Options Held

33.1K

Put Options Held

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Family Management Corp Vanguard Mid Cap Growth Index Transaction History