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 $1.65 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,296

Previous 6,296 -0.0%

Holding current value

$1.65 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

975

Shares Held

38.2M

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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Marcum Wealth, LLC Vanguard Mid Cap Growth Index Transaction History