Marcum Wealth, LLC Vanguard Mid Cap Growth Index Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,296 shares of VOT stock, worth $1.54 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,296

Previous 6,296 -0.0%

Holding current value

$1.54 Million

Previous $1.45 Million 6.02%

% of portfolio

0.14%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$180.9 - $221.2 $98,771 - $120,775	-546 Reduced 7.98%	6,296 $1.38 Million
Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $79,534 - $88,780	415 Added 6.46%	6,842 $1.33 Million
Q2 2023 Jul 13, 2023	SELL	$186.22 - $205.77 $79,888 - $88,275	-429 Reduced 6.26%	6,427 $1.32 Million
Q1 2023 Apr 19, 2023	SELL	$177.43 - $203.61 $18,807 - $21,582	-106 Reduced 1.52%	6,856 $1.34 Million
Q4 2022 Jan 12, 2023	SELL	$165.84 - $193.83 $362,692 - $423,906	-2,187 Reduced 23.9%	6,962 $0
Q3 2022 Oct 11, 2022	BUY	$170.12 - $208.72 $165,016 - $202,458	970 Added 11.86%	9,149 $1.56 Million
Q2 2022 Jul 14, 2022	SELL	$167.96 - $227.2 $33,256 - $44,985	-198 Reduced 2.36%	8,179 $1.44 Million
Q1 2022 Apr 20, 2022	SELL	$199.76 - $251.37 $69,716 - $87,728	-349 Reduced 4.0%	8,377 $1.87 Million
Q4 2021 Feb 01, 2022	SELL	$234.3 - $265.79 $191,891 - $217,682	-819 Reduced 8.58%	8,726 $2.22 Million
Q3 2021 Nov 08, 2021	SELL	$230.42 - $251.05 $167,284 - $182,262	-726 Reduced 7.07%	9,545 $2.26 Million
Q2 2021 Aug 10, 2021	SELL	$210.91 - $237.31 $386,598 - $434,989	-1,833 Reduced 15.14%	10,271 $2.43 Million
Q1 2021 May 11, 2021	SELL	$204.75 - $230.34 $237,305 - $266,964	-1,159 Reduced 8.74%	12,104 $2.6 Million
Q4 2020 Feb 09, 2021	SELL	$178.76 - $215.29 $549,508 - $661,801	-3,074 Reduced 18.82%	13,263 $2.81 Million
Q3 2020 Nov 09, 2020	SELL	$166.29 - $188.98 $40,574 - $46,111	-244 Reduced 1.47%	16,337 $2.94 Million
Q2 2020 Aug 14, 2020	BUY	$120.77 - $169.89 $2 Million - $2.82 Million	16,581 New	16,581 $2.74 Million

Others Institutions Holding VOT

# of Institutions

948

Shares Held

38.8M

Call Options Held

15.7K

Put Options Held

4.4K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marcum Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Vanguard Mid Cap Growth Index Transaction History