Jackson, Grant Investment Advisers, Inc. Vanguard Mid Cap Growth Index Transaction History

Jackson, Grant Investment Advisers, Inc.

$265 Million
Q3 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 1,526 shares of VOT stock, worth $396,729. This represents 0.14% of its overall portfolio holdings.

Number of Shares

1,526

Previous 1,524 0.13%

Holding current value

$396,729

Previous $349,000 6.3%

% of portfolio

0.14%

Previous 0.14%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$218.05 - $243.47 $436 - $486	2 Added 0.13%	1,526 $371,000
Q2 2024 Jul 16, 2024	BUY	$218.75 - $234.97 $656 - $704	3 Added 0.2%	1,524 $349,000
Q1 2024 May 08, 2024	BUY	$212.21 - $235.79 $424 - $471	2 Added 0.13%	1,521 $358,000
Q4 2023 Feb 01, 2024	BUY	$180.9 - $221.2 $723 - $884	4 Added 0.26%	1,519 $333,000
Q3 2023 Oct 13, 2023	BUY	$191.65 - $213.93 $383 - $427	2 Added 0.13%	1,515 $295,000
Q2 2023 Aug 01, 2023	BUY	$186.22 - $205.77 $372 - $411	2 Added 0.13%	1,513 $311,000
Q1 2023 May 02, 2023	SELL	$177.43 - $203.61 $5,145 - $5,904	-29 Reduced 1.88%	1,511 $294,000
Q4 2022 Jan 26, 2023	BUY	$165.84 - $193.83 $663 - $775	4 Added 0.26%	1,540 $0
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $510 - $626	3 Added 0.2%	1,536 $262,000
Q2 2022 Aug 04, 2022	BUY	$167.96 - $227.2 $335 - $454	2 Added 0.13%	1,533 $269,000
Q1 2022 Apr 28, 2022	BUY	$199.76 - $251.37 $305,832 - $384,847	1,531 New	1,531 $341,000
Q4 2021 Jan 24, 2022	SELL	$234.3 - $265.79 $357,776 - $405,861	-1,527 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$230.42 - $251.05 $230 - $251	1 Added 0.07%	1,527 $361,000
Q2 2021 Jul 15, 2021	BUY	$210.91 - $237.31 $210 - $237	1 Added 0.07%	1,526 $361,000
Q1 2021 Apr 22, 2021	BUY	$204.75 - $230.34 $204 - $230	1 Added 0.07%	1,525 $327,000
Q4 2020 Mar 03, 2021	BUY	$178.76 - $215.29 $13,228 - $15,931	74 Added 5.1%	1,524 $323,000
Q3 2020 Nov 12, 2020	BUY	$166.29 - $188.98 $831 - $944	5 Added 0.35%	1,450 $261,000
Q1 2020 May 12, 2020	BUY	$108.51 - $170.49 $434 - $681	4 Added 0.28%	1,445 $183,000
Q4 2019 Feb 05, 2020	BUY	$144.1 - $159.03 $576 - $636	4 Added 0.28%	1,441 $229,000
Q3 2019 Nov 20, 2019	SELL	$147.12 - $150.91 $12,652 - $12,978	-86 Reduced 5.65%	1,437 $213,000
Q2 2019 Aug 13, 2019	BUY	N/A	3 Added 0.2%	1,523 $227,000
Q1 2019 May 07, 2019	SELL	N/A	-111 Reduced 6.81%	1,520 $217,000
Q4 2018 Jan 23, 2019	BUY	N/A	7 Added 0.43%	1,631 $195,000
Q2 2018 Aug 02, 2018	BUY	N/A	3 Added 0.19%	1,624 $218,000
Q1 2018 May 14, 2018	BUY	N/A	2 Added 0.12%	1,621 $210,000
Q4 2017 Feb 01, 2018	BUY	N/A	3 Added 0.19%	1,619 $207,000
Q3 2017 Nov 14, 2017	BUY	N/A	4 Added 0.25%	1,616 $197,000
Q2 2017 Aug 10, 2017	BUY	N/A	1,612	1,612 $190,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Jackson, Grant Investment Advisers, Inc. Vanguard Mid Cap Growth Index Transaction History