Joseph P. Lucia & Associates, LLC Vanguard Mid Cap Growth Index Transaction History

Joseph P. Lucia & Associates, LLC

$159 Million
Q1 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 10,958 shares of VOT stock, worth $2.53 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

10,958

Previous 11,024 0.6%

Holding current value

$2.53 Million

Previous $2.42 Million 6.74%

% of portfolio

1.63%

Previous 1.51%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$212.21 - $235.79 $14,005 - $15,562	-66 Reduced 0.6%	10,958 $2.58 Million
Q4 2023 Jan 29, 2024	SELL	$180.9 - $221.2 $16,281 - $19,908	-90 Reduced 0.81%	11,024 $2.42 Million
Q3 2023 Oct 30, 2023	SELL	$191.65 - $213.93 $29,322 - $32,731	-153 Reduced 1.36%	11,114 $2.16 Million
Q2 2023 Jul 21, 2023	BUY	$186.22 - $205.77 $63,314 - $69,961	340 Added 3.11%	11,267 $2.32 Million
Q1 2023 May 02, 2023	SELL	$177.43 - $203.61 $15,436 - $17,714	-87 Reduced 0.79%	10,927 $2.13 Million

Q4 2022 Feb 13, 2023	SELL	$174.67 - $193.83 $112,662 - $125,020	-645 Reduced 5.53%	11,014 $1.98 Million
Q3 2022 Oct 28, 2022	BUY	N/A	104 Added 0.9%	11,659 $1.99 Million
Q2 2022 Jul 26, 2022	SELL	N/A	-107 Reduced 0.92%	11,555 $2.03 Million
Q1 2022 Apr 19, 2022	SELL	N/A	-409 Reduced 3.39%	11,662 $2.6 Million
Q4 2021 Feb 04, 2022	BUY	N/A	241 Added 2.04%	12,071 $3.07 Million
Q3 2021 Oct 13, 2021	BUY	N/A	151 Added 1.29%	11,830 $2.8 Million
Q2 2021 Jul 27, 2021	BUY	N/A	264 Added 2.31%	11,679 $2.76 Million
Q1 2021 Apr 23, 2021	BUY	N/A	548 Added 5.04%	11,415 $2.45 Million
Q4 2020 Jan 29, 2021	SELL	N/A	-128 Reduced 1.16%	10,867 $2.31 Million
Q3 2020 Oct 20, 2020	BUY	N/A	390 Added 3.68%	10,995 $1.98 Million
Q2 2020 Jul 10, 2020	BUY	N/A	521 Added 5.17%	10,605 $1.75 Million
Q1 2020 Apr 22, 2020	SELL	N/A	-706 Reduced 6.54%	10,084 $1.28 Million
Q4 2019 Jan 23, 2020	BUY	N/A	20 Added 0.19%	10,790 $1.71 Million
Q3 2019 Oct 15, 2019	SELL	N/A	-674 Reduced 5.89%	10,770 $1.6 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-359,685 Reduced 96.92%	11,444 $1.71 Million
Q1 2019 May 02, 2019	BUY	N/A	371,129 New	371,129 $2.54 Million

Others Institutions Holding VOT

# of Institutions

915

Shares Held

32.6M

Call Options Held

33.1K

Put Options Held

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Joseph P. Lucia & Associates, LLC Vanguard Mid Cap Growth Index Transaction History