High Net Worth Advisory Group LLC Vanguard Mid Cap Growth Index Transaction History

High Net Worth Advisory Group LLC

$340 Million
Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 1,500 shares of VOT stock, worth $402,390. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,500

Previous 1,500 -0.0%

Holding current value

$402,390

Previous $380,000 3.68%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$241.48 - $274.89 $144,888 - $164,934	600 Added 66.67%	1,500 $380,000
Q2 2024 Jul 17, 2024	SELL	$218.75 - $234.97 $43,750 - $46,994	-200 Reduced 18.18%	900 $206,000
Q1 2023 Apr 20, 2023	BUY	$177.43 - $203.61 $70,972 - $81,444	400 Added 57.14%	1,100 $214,000
Q4 2022 Feb 14, 2023	SELL	$165.84 - $193.83 $275,128 - $321,563	-1,659 Reduced 70.33%	700 $125,000
Q3 2022 Oct 24, 2022	BUY	$170.12 - $208.72 $86,591 - $106,238	509 Added 27.51%	2,359 $402,000
Q4 2021 Apr 27, 2022	BUY	$234.3 - $265.79 $433,455 - $491,711	1,850 New	1,850 $435,000

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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About VANGUARD MID-CAP GROWTH INDEX

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High Net Worth Advisory Group LLC Vanguard Mid Cap Growth Index Transaction History