Global Retirement Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Global Retirement Partners, LLC holds 3,846 shares of VOT stock, worth $1.03 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,846

Previous 3,419 12.49%

Holding current value

$1.03 Million

Previous $832,000 17.19%

% of portfolio

0.03%

Previous 0.03%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$241.48 - $274.89 $103,111 - $117,378	427 Added 12.49%	3,846 $975,000
Q3 2024 Oct 16, 2024	SELL	$218.05 - $243.47 $662,217 - $739,418	-3,037 Reduced 47.04%	3,419 $832,000
Q2 2024 Jul 23, 2024	BUY	$218.75 - $234.97 $20,125 - $21,617	92 Added 1.45%	6,456 $1.48 Million
Q1 2024 Apr 23, 2024	BUY	$212.21 - $235.79 $135,814 - $150,905	640 Added 11.18%	6,364 $1.5 Million
Q4 2023 Jan 18, 2024	SELL	$180.9 - $221.2 $1,447 - $1,769	-8 Reduced 0.14%	5,724 $1.26 Million
Q3 2023 Oct 13, 2023	BUY	$191.65 - $213.93 $52,895 - $59,044	276 Added 5.06%	5,732 $1.12 Million
Q2 2023 Jul 20, 2023	BUY	$186.22 - $205.77 $6,703 - $7,407	36 Added 0.66%	5,456 $1.12 Million
Q1 2023 May 05, 2023	BUY	$177.43 - $203.61 $386,797 - $443,869	2,180 Added 67.28%	5,420 $1.06 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $107,298 - $125,408	647 Added 24.95%	3,240 $582,000
Q3 2022 Nov 03, 2022	BUY	$170.12 - $208.72 $510 - $626	3 Added 0.12%	2,593 $471,000
Q2 2022 Jul 15, 2022	BUY	$167.96 - $227.2 $335 - $454	2 Added 0.08%	2,590 $454,000
Q1 2022 Jul 14, 2022	BUY	$199.76 - $251.37 $516,978 - $650,545	2,588 New	2,588 $466,000
Q4 2021 Jan 21, 2022	SELL	$234.3 - $265.79 $336,923 - $382,206	-1,438 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$230.42 - $251.05 $37,328 - $40,670	162 Added 12.7%	1,438 $340,000
Q2 2021 Jul 15, 2021	BUY	$210.91 - $237.31 $13,498 - $15,187	64 Added 5.28%	1,276 $302,000
Q1 2021 Apr 14, 2021	BUY	$204.75 - $230.34 $6,142 - $6,910	30 Added 2.54%	1,212 $260,000
Q4 2020 Jan 13, 2021	BUY	$178.76 - $215.29 $5,184 - $6,243	29 Added 2.52%	1,182 $251,000
Q3 2020 Oct 09, 2020	BUY	$166.29 - $188.98 $34,422 - $39,118	207 Added 21.88%	1,153 $208,000
Q2 2020 Jul 13, 2020	SELL	$120.77 - $169.89 $31,158 - $43,831	-258 Reduced 21.43%	946 $156,000
Q1 2020 Apr 28, 2020	BUY	$108.51 - $170.49 $1,627 - $2,557	15 Added 1.26%	1,204 $153,000
Q3 2019 Nov 19, 2019	BUY	$147.12 - $150.91 $15,888 - $16,298	108 Added 9.99%	1,189 $176,000
Q2 2019 Nov 19, 2019	SELL	N/A	-167 Reduced 13.38%	1,081 $161,000
Q1 2019 May 07, 2019	BUY	N/A	70 Added 5.94%	1,248 $178,000
Q4 2018 Feb 22, 2019	BUY	N/A	121 Added 11.45%	1,178 $141,000
Q3 2018 Oct 17, 2018	BUY	N/A	585 Added 123.94%	1,057 $151,000
Q1 2018 Aug 10, 2018	BUY	N/A	31 Added 7.03%	472 $61,000
Q4 2017 Aug 13, 2018	BUY	N/A	114 Added 34.86%	441 $56,000
Q3 2017 Aug 10, 2018	BUY	N/A	1 Added 0.31%	327 $40,000
Q2 2017 Aug 10, 2018	BUY	N/A	16 Added 5.16%	326 $38,000
Q1 2017 Aug 10, 2018	BUY	N/A	121 Added 64.02%	310 $35,000
Q4 2016 Aug 10, 2018	BUY	N/A	189	189 $20,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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Global Retirement Partners, LLC Vanguard Mid Cap Growth Index Transaction History