Gradient Investments LLC Vanguard Mid Cap Growth Index Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$218.75 - $234.97 $6,125 - $6,579	28 Added 11.11%	280 $64,000
Q1 2024 Apr 23, 2024	SELL	$212.21 - $235.79 $370,943 - $412,160	-1,748 Reduced 87.4%	252 $59,000
Q4 2023 Jan 18, 2024	BUY	$180.9 - $221.2 $126,810 - $155,061	701 Added 53.96%	2,000 $439,000
Q3 2023 Oct 27, 2023	BUY	$191.65 - $213.93 $45,421 - $50,701	237 Added 22.32%	1,299 $253,000
Q2 2023 Jul 11, 2023	BUY	$186.22 - $205.77 $168,901 - $186,633	907 Added 585.16%	1,062 $218,000
Q1 2023 Apr 17, 2023	BUY	$177.43 - $203.61 $1,951 - $2,239	11 Added 7.64%	155 $30,000
Q4 2022 Jan 10, 2023	SELL	$165.84 - $193.83 $12,272 - $14,343	-74 Reduced 33.94%	144 $0
Q3 2022 Oct 14, 2022	BUY	$170.12 - $208.72 $7,315 - $8,974	43 Added 24.57%	218 $37,000
Q1 2022 May 26, 2022	SELL	$199.76 - $251.37 $35,357 - $44,492	-177 Reduced 50.28%	175 $39,000
Q4 2021 Jan 12, 2022	SELL	$234.3 - $265.79 $11,012 - $12,492	-47 Reduced 11.78%	352 $90,000
Q3 2021 Oct 18, 2021	SELL	$230.42 - $251.05 $2,995 - $3,263	-13 Reduced 3.16%	399 $94,000
Q2 2021 Jul 12, 2021	BUY	$210.91 - $237.31 $2,320 - $2,610	11 Added 2.74%	412 $97,000
Q1 2021 Apr 21, 2021	BUY	$204.75 - $230.34 $79,033 - $88,911	386 Added 2573.33%	401 $86,000
Q3 2020 Oct 06, 2020	BUY	$166.29 - $188.98 $2,494 - $2,834	15 New	15 $3,000
Q3 2019 Oct 10, 2019	SELL	$147.12 - $150.91 $735 - $754	-5 Closed	0 $0
Q2 2019 Jul 16, 2019	BUY	N/A	5 New	5 $1,000
Q3 2018 Oct 11, 2018	SELL	N/A	-11 Closed	0 $0
Q2 2018 Aug 09, 2018	BUY	N/A	11 New	11 $1,000
Q1 2018 Apr 11, 2018	SELL	N/A	-21 Closed	0 $0
Q4 2017 Feb 07, 2018	BUY	N/A	21	21 $3,000

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

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 Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Account