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

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Iht Wealth Management, LLC holds 5,069 shares of VOT stock, worth $1.36 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,069

Previous 4,795 5.71%

Holding current value

$1.36 Million

Previous $1.22 Million 1.97%

% of portfolio

0.04%

Previous 0.04%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$237.72 - $276.98 $65,135 - $75,892	274 Added 5.71%	5,069 $1.24 Million
Q4 2024 Feb 14, 2025	SELL	$241.48 - $274.89 $78,239 - $89,064	-324 Reduced 6.33%	4,795 $1.22 Million
Q3 2024 Nov 14, 2024	BUY	$218.05 - $243.47 $77,843 - $86,918	357 Added 7.5%	5,119 $1.25 Million
Q2 2024 Aug 14, 2024	SELL	$218.75 - $234.97 $175,875 - $188,915	-804 Reduced 14.44%	4,762 $1.09 Million
Q1 2024 May 15, 2024	SELL	$212.21 - $235.79 $11,459 - $12,732	-54 Reduced 0.96%	5,566 $1.31 Million
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $5,969 - $7,299	33 Added 0.59%	5,620 $1.23 Million
Q3 2023 Nov 14, 2023	BUY	$191.65 - $213.93 $59,219 - $66,104	309 Added 5.85%	5,587 $1.09 Million
Q2 2023 Aug 14, 2023	SELL	$186.22 - $205.77 $25,325 - $27,984	-136 Reduced 2.51%	5,278 $1.09 Million
Q1 2023 May 15, 2023	SELL	$177.43 - $203.61 $5,855 - $6,719	-33 Reduced 0.61%	5,414 $1.06 Million
Q4 2022 Feb 14, 2023	BUY	$165.84 - $193.83 $331 - $387	2 Added 0.04%	5,447 $979,000
Q3 2022 Nov 22, 2022	SELL	$170.12 - $208.72 $170 - $208	-1 Reduced 0.02%	5,445 $929,000
Q2 2022 Aug 15, 2022	SELL	$167.96 - $227.2 $28,553 - $38,624	-170 Reduced 3.03%	5,446 $955,000
Q1 2022 May 16, 2022	SELL	$199.76 - $251.37 $80,503 - $101,302	-403 Reduced 6.7%	5,616 $1.25 Million
Q4 2021 Feb 14, 2022	SELL	$234.3 - $265.79 $108,949 - $123,592	-465 Reduced 7.17%	6,019 $1.53 Million
Q3 2021 Nov 15, 2021	BUY	$230.42 - $251.05 $163,598 - $178,245	710 Added 12.3%	6,484 $1.53 Million
Q2 2021 Aug 16, 2021	SELL	$210.91 - $237.31 $67,069 - $75,464	-318 Reduced 5.22%	5,774 $1.37 Million
Q1 2021 May 18, 2021	SELL	$204.75 - $230.34 $72,072 - $81,079	-352 Reduced 5.46%	6,092 $1.31 Million
Q4 2020 Feb 17, 2021	SELL	$178.76 - $215.29 $62,744 - $75,566	-351 Reduced 5.17%	6,444 $1.37 Million
Q3 2020 Nov 19, 2020	SELL	$166.29 - $188.98 $155,481 - $176,696	-935 Reduced 12.1%	6,795 $1.22 Million
Q2 2020 Aug 14, 2020	SELL	$120.77 - $169.89 $41,786 - $58,781	-346 Reduced 4.28%	7,730 $1.28 Million
Q1 2020 May 13, 2020	SELL	$108.51 - $170.49 $369,476 - $580,518	-3,405 Reduced 29.66%	8,076 $1.02 Million
Q4 2019 Feb 18, 2020	BUY	$144.1 - $159.03 $9,222 - $10,177	64 Added 0.56%	11,481 $1.82 Million
Q3 2019 Nov 15, 2019	SELL	$147.12 - $150.91 $72,971 - $74,851	-496 Reduced 4.16%	11,417 $1.69 Million
Q2 2019 Aug 12, 2019	BUY	N/A	646 Added 5.73%	11,913 $1.78 Million
Q1 2019 May 16, 2019	BUY	N/A	306 Added 2.79%	11,267 $1.61 Million
Q4 2018 Feb 15, 2019	BUY	N/A	424 Added 4.02%	10,961 $1.31 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-198 Reduced 1.84%	10,537 $1.5 Million
Q2 2018 Aug 13, 2018	BUY	N/A	289 Added 2.77%	10,735 $1.44 Million
Q1 2018 May 15, 2018	BUY	N/A	5,451 Added 109.13%	10,446 $1.32 Million
Q4 2017 Feb 14, 2018	BUY	N/A	441 Added 9.68%	4,995 $657,000
Q3 2017 Nov 14, 2017	BUY	N/A	4,554	4,554 $561,000

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