Hapanowicz & Associates Financial Services, Inc Vanguard Mid Cap Growth Index Transaction History

Hapanowicz & Associates Financial Services, Inc

$197 Million
Q3 2024

A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 26,376 shares of VOT stock, worth $7.01 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares

26,376

Previous 41,453 36.37%

Holding current value

$7.01 Million

Previous $9.52 Million 32.52%

% of portfolio

3.25%

Previous 5.43%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$218.05 - $243.47 $3.29 Million - $3.67 Million	-15,077 Reduced 36.37%	26,376 $6.42 Million
Q2 2024 Jul 26, 2024	BUY	$218.75 - $234.97 $452,593 - $486,152	2,069 Added 5.25%	41,453 $9.52 Million
Q1 2024 May 08, 2024	BUY	$212.21 - $235.79 $391,315 - $434,796	1,844 Added 4.91%	39,384 $9.29 Million
Q4 2023 Jan 31, 2024	BUY	$180.9 - $221.2 $132,057 - $161,476	730 Added 1.98%	37,540 $8.24 Million
Q3 2023 Oct 25, 2023	BUY	$191.65 - $213.93 $376,400 - $420,158	1,964 Added 5.64%	36,810 $7.17 Million
Q2 2023 Jul 28, 2023	BUY	$186.22 - $205.77 $95,903 - $105,971	515 Added 1.5%	34,846 $7.17 Million
Q1 2023 Apr 27, 2023	BUY	$177.43 - $203.61 $303,050 - $347,765	1,708 Added 5.24%	34,331 $6.69 Million
Q4 2022 Jan 27, 2023	BUY	$165.84 - $193.83 $265,509 - $310,321	1,601 Added 5.16%	32,623 $5.86 Million
Q3 2022 Oct 21, 2022	BUY	$170.12 - $208.72 $975,468 - $1.2 Million	5,734 Added 22.67%	31,022 $5.29 Million
Q2 2022 Jul 18, 2022	BUY	$167.96 - $227.2 $795,122 - $1.08 Million	4,734 Added 23.03%	25,288 $4.44 Million
Q1 2022 Apr 22, 2022	BUY	$199.76 - $251.37 $1.49 Million - $1.87 Million	7,451 Added 56.86%	20,554 $4.58 Million
Q4 2021 Feb 10, 2022	BUY	$234.3 - $265.79 $1.05 Million - $1.19 Million	4,468 Added 51.74%	13,103 $3.33 Million
Q3 2021 Oct 18, 2021	BUY	$230.42 - $251.05 $1.64 Million - $1.79 Million	7,121 Added 470.34%	8,635 $2.04 Million
Q2 2021 Jul 21, 2021	BUY	$210.91 - $237.31 $319,317 - $359,287	1,514 New	1,514 $358,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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Hapanowicz & Associates Financial Services, Inc Vanguard Mid Cap Growth Index Transaction History