Opes Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Opes Wealth Management LLC

  • $486 Million
  • Q4 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 44,717 shares of VOT stock, worth $12 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
44,717
Previous 44,553 0.37%
Holding current value
$12 Million
Previous $10.8 Million 4.6%
% of portfolio
2.34%
Previous 2.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$241.48 - $274.89 $39,602 - $45,081
164 Added 0.37%
44,717 $11.3 Million
Q3 2024

Oct 29, 2024
BUY
$218.05 - $243.47 $47,971 - $53,563
220 Added 0.5%
44,553 $10.8 Million
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
1,001
Shares Held
40.1M
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
Track This Portfolio

Track Opes Wealth Management LLC Portfolio

Follow Opes Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email