Klingman & Associates, LLC Vanguard Mid Cap Growth Index Transaction History

Klingman & Associates, LLC

$1.63 Billion
Q1 2025

A detailed history of Klingman & Associates, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Klingman & Associates, LLC holds 1,359 shares of VOT stock, worth $363,980. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,359

Previous 1,380 1.52%

Holding current value

$363,980

Previous $350,000 5.14%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	SELL	$237.72 - $276.98 $4,992 - $5,816	-21 Reduced 1.52%	1,359 $332,000
Q4 2024 Jan 31, 2025	SELL	$241.48 - $274.89 $83,069 - $94,562	-344 Reduced 19.95%	1,380 $350,000
Q3 2024 Nov 01, 2024	SELL	$218.05 - $243.47 $55,384 - $61,841	-254 Reduced 12.84%	1,724 $419,000
Q2 2024 Jul 30, 2024	BUY	$218.75 - $234.97 $49,875 - $53,573	228 Added 13.03%	1,978 $454,000
Q1 2024 May 01, 2024	SELL	$212.21 - $235.79 $13,581 - $15,090	-64 Reduced 3.53%	1,750 $412,000
Q2 2023 Jul 31, 2023	SELL	$186.22 - $205.77 $1,117 - $1,234	-6 Reduced 0.33%	1,814 $373,000
Q4 2022 Feb 03, 2023	SELL	$165.84 - $193.83 $6,467 - $7,559	-39 Reduced 2.1%	1,820 $327,000
Q3 2022 Oct 28, 2022	BUY	$170.12 - $208.72 $24,157 - $29,638	142 Added 8.27%	1,859 $317,000
Q2 2022 Jul 27, 2022	BUY	$167.96 - $227.2 $839 - $1,136	5 Added 0.29%	1,717 $301,000
Q1 2022 May 06, 2022	SELL	$199.76 - $251.37 $18,777 - $23,628	-94 Reduced 5.2%	1,712 $381,000
Q3 2021 Nov 01, 2021	BUY	$230.42 - $251.05 $64,287 - $70,042	279 Added 18.27%	1,806 $427,000
Q2 2021 Jul 27, 2021	SELL	$210.91 - $237.31 $3,796 - $4,271	-18 Reduced 1.17%	1,527 $361,000
Q1 2021 Apr 29, 2021	SELL	$204.75 - $230.34 $41,154 - $46,298	-201 Reduced 11.51%	1,545 $332,000
Q4 2020 Feb 09, 2021	SELL	$178.76 - $215.29 $4,290 - $5,166	-24 Reduced 1.36%	1,746 $370,000
Q3 2020 Nov 03, 2020	SELL	$166.29 - $188.98 $46,893 - $53,292	-282 Reduced 13.74%	1,770 $319,000
Q2 2020 Aug 04, 2020	SELL	$120.77 - $169.89 $10,990 - $15,459	-91 Reduced 4.25%	2,052 $339,000
Q1 2020 Apr 29, 2020	BUY	$108.51 - $170.49 $25,391 - $39,894	234 Added 12.26%	2,143 $271,000
Q4 2019 Jan 29, 2020	BUY	$144.1 - $159.03 $275,086 - $303,588	1,909 New	1,909 $303,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Klingman & Associates, LLC Vanguard Mid Cap Growth Index Transaction History