Fulcrum Capital LLC Vanguard Mid Cap Growth Index Transaction History

Fulcrum Capital LLC

$470 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$167.96 - $227.2 $24.6 Million - $33.3 Million	-146,602 Closed	0 $0
Q1 2022 May 05, 2022	SELL	$199.76 - $251.37 $2.56 Million - $3.23 Million	-12,835 Reduced 8.05%	146,602 $32.7 Million
Q4 2021 Jan 25, 2022	BUY	$234.3 - $265.79 $1.01 Million - $1.15 Million	4,317 Added 2.78%	159,437 $40.6 Million
Q3 2021 Oct 21, 2021	BUY	$230.42 - $251.05 $299,315 - $326,113	1,299 Added 0.84%	155,120 $36.7 Million
Q2 2021 Jul 30, 2021	BUY	$210.91 - $237.31 $1.76 Million - $1.98 Million	8,361 Added 5.75%	153,821 $36.4 Million
Q1 2021 Apr 12, 2021	BUY	$204.75 - $230.34 $202,293 - $227,575	988 Added 0.68%	145,460 $31.2 Million
Q4 2020 Feb 09, 2021	BUY	$178.76 - $215.29 $2.35 Million - $2.83 Million	13,157 Added 10.02%	144,472 $30.6 Million
Q3 2020 Oct 21, 2020	BUY	$166.29 - $188.98 $688,108 - $781,999	4,138 Added 3.25%	131,315 $23.7 Million
Q2 2020 Jul 27, 2020	BUY	$120.77 - $169.89 $15.4 Million - $21.6 Million	127,177 New	127,177 $21 Million

Others Institutions Holding VOT

# of Institutions

987

Shares Held

38.3M

Call Options Held

26.7K

Put Options Held

5.6K

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Capital LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Capital LLC with notifications on news.