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

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

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 3,528 shares of VOT stock, worth $923,912. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,528
Previous 3,361 4.97%
Holding current value
$923,912
Previous $771,000 11.28%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
975
Shares Held
38.2M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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