Hb Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Hb Wealth Management, LLC

$11.8 Billion
Q1 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Hb Wealth Management, LLC holds 22,598 shares of VOT stock, worth $6.07 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

22,598

Previous 22,441 0.7%

Holding current value

$6.07 Million

Previous $5.69 Million 2.92%

% of portfolio

0.05%

Previous 0.06%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$237.72 - $276.98 $37,322 - $43,485	157 Added 0.7%	22,598 $5.53 Million
Q4 2024 Jan 15, 2025	BUY	$241.48 - $274.89 $1.06 Million - $1.21 Million	4,405 Added 24.42%	22,441 $5.69 Million
Q3 2024 Oct 15, 2024	BUY	$218.05 - $243.47 $11,120 - $12,416	51 Added 0.28%	18,036 $4.39 Million
Q2 2024 Jul 26, 2024	BUY	$218.75 - $234.97 $219,406 - $235,674	1,003 Added 5.91%	17,985 $4.13 Million
Q1 2024 Apr 30, 2024	BUY	$212.21 - $235.79 $5,517 - $6,130	26 Added 0.15%	16,982 $4 Million
Q4 2023 Jan 16, 2024	BUY	$180.9 - $221.2 $6,874 - $8,405	38 Added 0.22%	16,956 $3.72 Million
Q3 2023 Oct 13, 2023	BUY	$191.65 - $213.93 $766 - $855	4 Added 0.02%	16,918 $3.3 Million
Q2 2023 Jul 13, 2023	BUY	$186.22 - $205.77 $4,283 - $4,732	23 Added 0.14%	16,914 $3.48 Million
Q1 2023 Apr 13, 2023	BUY	$177.43 - $203.61 $1,951 - $2,239	11 Added 0.07%	16,891 $3.29 Million
Q4 2022 Jan 20, 2023	SELL	$165.84 - $193.83 $26,202 - $30,625	-158 Reduced 0.93%	16,880 $0
Q3 2022 Oct 19, 2022	SELL	$170.12 - $208.72 $27,559 - $33,812	-162 Reduced 0.94%	17,038 $2.91 Million
Q2 2022 Jul 15, 2022	SELL	$167.96 - $227.2 $1.05 Million - $1.42 Million	-6,241 Reduced 26.62%	17,200 $3.02 Million
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $1.38 Million - $1.74 Million	6,911 Added 41.81%	23,441 $5.22 Million
Q4 2021 Feb 15, 2022	BUY	$234.3 - $265.79 $3.87 Million - $4.39 Million	16,530 New	16,530 $4.21 Million

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.4M

Call Options Held

17.9K

Put Options Held

5.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Hb Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History