Modera Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Modera Wealth Management, LLC

$7.26 Billion
Q1 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Modera Wealth Management, LLC holds 2,983 shares of VOT stock, worth $798,936. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,983

Previous 3,288 9.28%

Holding current value

$798,936

Previous $834,000 12.59%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$237.72 - $276.98 $72,504 - $84,478	-305 Reduced 9.28%	2,983 $729,000
Q4 2024 Feb 05, 2025	SELL	$241.48 - $274.89 $57,955 - $65,973	-240 Reduced 6.8%	3,288 $834,000
Q3 2024 Oct 24, 2024	BUY	$218.05 - $243.47 $36,414 - $40,659	167 Added 4.97%	3,528 $858,000
Q2 2024 Jul 29, 2024	SELL	$218.75 - $234.97 $88,593 - $95,162	-405 Reduced 10.75%	3,361 $771,000
Q1 2024 May 14, 2024	SELL	$212.21 - $235.79 $1,061 - $1,178	-5 Reduced 0.13%	3,766 $887,000
Q3 2023 Nov 30, 2023	SELL	$191.65 - $213.93 $1.2 Million - $1.33 Million	-6,236 Reduced 62.32%	3,771 $734,000
Q3 2023 Nov 01, 2023	BUY	$191.65 - $213.93 $1.26 Million - $1.4 Million	6,549 Added 189.39%	10,007 $1.95 Million
Q2 2023 Aug 07, 2023	BUY	$186.22 - $205.77 $327,188 - $361,537	1,757 Added 103.29%	3,458 $711,000
Q1 2023 May 05, 2023	BUY	$177.43 - $203.61 $532 - $610	3 Added 0.18%	1,701 $331,000
Q4 2022 Feb 07, 2023	BUY	$165.84 - $193.83 $40,133 - $46,906	242 Added 16.62%	1,698 $305,000
Q3 2022 Nov 01, 2022	BUY	$170.12 - $208.72 $170 - $208	1 Added 0.07%	1,456 $248,000
Q2 2022 Jul 27, 2022	BUY	$167.96 - $227.2 $33,592 - $45,440	200 Added 15.94%	1,455 $255,000
Q1 2022 May 03, 2022	BUY	$199.76 - $251.37 $7,391 - $9,300	37 Added 3.04%	1,255 $280,000
Q4 2021 Feb 04, 2022	BUY	$234.3 - $265.79 $285,377 - $323,732	1,218 New	1,218 $310,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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About VANGUARD MID-CAP GROWTH INDEX

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Modera Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History