Northern Oak Wealth Management Inc Vanguard Mid Cap Growth Index Transaction History

Northern Oak Wealth Management Inc

$775 Million
Q1 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 4,449 shares of VOT stock, worth $1.21 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,449

Previous 5,018 11.34%

Holding current value

$1.21 Million

Previous $1.27 Million 14.53%

% of portfolio

0.14%

Previous 0.16%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$237.72 - $276.98 $135,262 - $157,601	-569 Reduced 11.34%	4,449 $1.09 Million
Q4 2024 Jan 21, 2025	BUY	$241.48 - $274.89 $46,364 - $52,778	192 Added 3.98%	5,018 $1.27 Million
Q3 2024 Oct 30, 2024	BUY	$218.05 - $243.47 $263,622 - $294,355	1,209 Added 33.43%	4,826 $1.17 Million
Q2 2024 Jul 26, 2024	BUY	$218.75 - $234.97 $169,093 - $181,631	773 Added 27.18%	3,617 $830,000
Q1 2024 May 01, 2024	BUY	$212.21 - $235.79 $12,308 - $13,675	58 Added 2.08%	2,844 $670,000
Q4 2023 Jan 11, 2024	SELL	$180.9 - $221.2 $1,266 - $1,548	-7 Reduced 0.25%	2,786 $611,000
Q3 2023 Oct 24, 2023	BUY	$191.65 - $213.93 $22,614 - $25,243	118 Added 4.41%	2,793 $543,000
Q2 2023 Jul 31, 2023	SELL	$186.22 - $205.77 $28,864 - $31,894	-155 Reduced 5.48%	2,675 $550,000
Q1 2023 May 09, 2023	BUY	$177.43 - $203.61 $502,126 - $576,216	2,830 New	2,830 $551,000
Q2 2022 Aug 16, 2022	BUY	$167.96 - $227.2 $117,572 - $159,040	700 Added 1296.3%	754 $132,000
Q1 2022 May 24, 2022	SELL	$199.76 - $251.37 $1,198 - $1,508	-6 Reduced 10.0%	54 $12,000
Q4 2019 Jan 27, 2020	BUY	$144.1 - $159.03 $7,349 - $8,110	51 Added 566.67%	60 $0
Q3 2019 Oct 31, 2019	SELL	$147.12 - $150.91 $23,833 - $24,447	-162 Reduced 94.74%	9 $0
Q2 2019 Jul 30, 2019	BUY	N/A	171 New	171 $0

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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Northern Oak Wealth Management Inc Vanguard Mid Cap Growth Index Transaction History