Opes Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Opes Wealth Management LLC

$476 Million
Q2 2024

A detailed history of Opes Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Opes Wealth Management LLC holds 44,333 shares of VOT stock, worth $10.8 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares

44,333

Previous 44,130 0.46%

Holding current value

$10.8 Million

Previous $10.4 Million 2.19%

% of portfolio

2.14%

Previous 2.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$218.75 - $234.97 $44,406 - $47,698	203 Added 0.46%	44,333 $10.2 Million
Q1 2024 May 02, 2024	BUY	$212.21 - $235.79 $382,614 - $425,129	1,803 Added 4.26%	44,130 $10.4 Million
Q4 2023 Jan 31, 2024	BUY	$180.9 - $221.2 $56,802 - $69,456	314 Added 0.75%	42,327 $9.29 Million
Q3 2023 Nov 02, 2023	SELL	$191.65 - $213.93 $345,353 - $385,501	-1,802 Reduced 4.11%	42,013 $8.18 Million
Q2 2023 Aug 02, 2023	BUY	$186.22 - $205.77 $91,247 - $100,827	490 Added 1.13%	43,815 $9.02 Million
Q1 2023 May 01, 2023	BUY	$177.43 - $203.61 $479,948 - $550,765	2,705 Added 6.66%	43,325 $8.44 Million
Q4 2022 Jan 30, 2023	BUY	$165.84 - $193.83 $338,313 - $395,413	2,040 Added 5.29%	40,620 $7.3 Million
Q3 2022 Oct 31, 2022	BUY	$170.12 - $208.72 $6.56 Million - $8.05 Million	38,580 New	38,580 $6.58 Million

Others Institutions Holding VOT

# of Institutions

924

Shares Held

38.4M

Call Options Held

15.5K

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 Opes Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opes Wealth Management LLC with notifications on news.

Account

Opes Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History