Ledge Wealth Management, Inc. Vanguard Mid Cap Growth Index Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 19,856 shares of VOT stock, worth $5.84 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares

19,856

Previous 19,726 0.66%

Holding current value

$5.84 Million

Previous $3.84 Million 13.46%

% of portfolio

1.69%

Previous 1.72%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$180.9 - $221.2 $23,517 - $28,756	130 Added 0.66%	19,856 $4.36 Million
Q3 2023 Oct 23, 2023	BUY	$191.65 - $213.93 $177,276 - $197,885	925 Added 4.92%	19,726 $3.84 Million
Q2 2023 Jul 11, 2023	SELL	$186.22 - $205.77 $48,230 - $53,294	-259 Reduced 1.36%	18,801 $3.87 Million
Q1 2023 Apr 14, 2023	BUY	$177.43 - $203.61 $87,827 - $100,786	495 Added 2.67%	19,060 $3.71 Million
Q4 2022 Feb 02, 2023	BUY	$165.84 - $193.83 $248,428 - $290,357	1,498 Added 8.78%	18,565 $3.34 Million
Q3 2022 Oct 18, 2022	SELL	$170.12 - $208.72 $114,150 - $140,051	-671 Reduced 3.78%	17,067 $2.91 Million
Q2 2022 Jul 20, 2022	SELL	$167.96 - $227.2 $1.13 Million - $1.53 Million	-6,730 Reduced 27.51%	17,738 $3.11 Million
Q1 2022 May 10, 2022	BUY	$199.76 - $251.37 $4.89 Million - $6.15 Million	24,468 New	24,468 $5.45 Million

Others Institutions Holding VOT

# of Institutions

1,120

Shares Held

40.1M

Call Options Held

18K

Put Options Held

7.8K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Industry ETFs

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Ledge Wealth Management, Inc. Vanguard Mid Cap Growth Index Transaction History