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

Intergy Private Wealth, LLC

$240 Million
Q2 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 9,728 shares of VOT stock, worth $2.24 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

9,728

Previous 9,750 0.23%

Holding current value

$2.24 Million

Previous $2.3 Million 2.83%

% of portfolio

0.93%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$174.67 - $193.83 $137,639 - $152,738	788 Added 9.04%	9,502 $0
Q3 2022 Oct 18, 2022	BUY	N/A	8,714 New	8,714 $1.49 Million

Others Institutions Holding VOT

# of Institutions

925

Shares Held

38.4M

Call Options Held

15.5K

Put Options Held

4.4K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Intergy Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intergy Private Wealth, LLC with notifications on news.

Account

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