Intergy Private Wealth, LLC Vanguard Mid Cap Growth Index Transaction History

Intergy Private Wealth, LLC

$260 Million
Q3 2024

A detailed history of Intergy Private Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Intergy Private Wealth, LLC holds 9,573 shares of VOT stock, worth $2.55 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

9,573

Previous 9,728 1.59%

Holding current value

$2.55 Million

Previous $2.23 Million 4.34%

% of portfolio

0.9%

Previous 0.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$218.05 - $243.47 $33,797 - $37,737	-155 Reduced 1.59%	9,573 $2.33 Million
Q2 2024 Jul 15, 2024	SELL	$218.75 - $234.97 $4,812 - $5,169	-22 Reduced 0.23%	9,728 $2.23 Million
Q1 2024 Apr 24, 2024	SELL	$212.21 - $235.79 $4,456 - $4,951	-21 Reduced 0.21%	9,750 $2.3 Million
Q4 2023 Jan 11, 2024	BUY	$180.9 - $221.2 $68,018 - $83,171	376 Added 4.0%	9,771 $2.15 Million
Q3 2023 Oct 19, 2023	SELL	$191.65 - $213.93 $574 - $641	-3 Reduced 0.03%	9,395 $1.83 Million
Q1 2023 May 03, 2023	SELL	$177.43 - $203.61 $18,452 - $21,175	-104 Reduced 1.09%	9,398 $1.83 Million
Q4 2022 Jan 18, 2023	BUY	$165.84 - $193.83 $130,681 - $152,738	788 Added 9.04%	9,502 $0
Q3 2022 Oct 18, 2022	BUY	$170.12 - $208.72 $1.48 Million - $1.82 Million	8,714 New	8,714 $1.49 Million

Others Institutions Holding VOT

# of Institutions

987

Shares Held

38.3M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Intergy Private Wealth, LLC Vanguard Mid Cap Growth Index Transaction History