Kestra Private Wealth Services, LLC Vanguard Mid Cap Growth Index Transaction History

Kestra Private Wealth Services, LLC

$5.3 Billion
Q3 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,499 shares of VOT stock, worth $2.47 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,499

Previous 9,344 1.66%

Holding current value

$2.47 Million

Previous $2.15 Million 7.79%

% of portfolio

0.04%

Previous 0.04%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$218.05 - $243.47 $33,797 - $37,737	155 Added 1.66%	9,499 $2.31 Million
Q2 2024 Aug 12, 2024	BUY	$218.75 - $234.97 $79,843 - $85,764	365 Added 4.07%	9,344 $2.15 Million
Q1 2024 May 02, 2024	BUY	$212.21 - $235.79 $15,915 - $17,684	75 Added 0.84%	8,979 $2.12 Million
Q4 2023 Feb 05, 2024	BUY	$180.9 - $221.2 $98,771 - $120,775	546 Added 6.53%	8,904 $1.96 Million
Q3 2023 Nov 07, 2023	BUY	$191.65 - $213.93 $411,089 - $458,879	2,145 Added 34.52%	8,358 $1.63 Million
Q2 2023 Aug 08, 2023	SELL	$186.22 - $205.77 $3,724 - $4,115	-20 Reduced 0.32%	6,213 $1.28 Million
Q1 2023 May 12, 2023	BUY	$177.43 - $203.61 $154,009 - $176,733	868 Added 16.18%	6,233 $1.21 Million
Q4 2022 Jan 31, 2023	SELL	$165.84 - $193.83 $78,774 - $92,069	-475 Reduced 8.13%	5,365 $964,000
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $78,765 - $96,637	463 Added 8.61%	5,840 $996,000
Q2 2022 Aug 12, 2022	SELL	$167.96 - $227.2 $99,264 - $134,275	-591 Reduced 9.9%	5,377 $943,000
Q1 2022 May 26, 2022	BUY	$199.76 - $251.37 $435,277 - $547,735	2,179 Added 57.51%	5,968 $0
Q4 2021 Jan 21, 2022	BUY	$234.3 - $265.79 $200,092 - $226,984	854 Added 29.1%	3,789 $0
Q3 2021 Oct 21, 2021	BUY	$230.42 - $251.05 $40,323 - $43,933	175 Added 6.34%	2,935 $0
Q2 2021 Jul 30, 2021	BUY	$210.91 - $237.31 $582,111 - $654,975	2,760 New	2,760 $0

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

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