Pensionmark Financial Group, LLC Vanguard Mid Cap Growth Index Transaction History

Pensionmark Financial Group, LLC

$4.23 Billion
Q2 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 111,205 shares of VOT stock, worth $31.6 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

111,205

Previous 15,146 634.22%

Holding current value

$31.6 Million

Previous $3.71 Million 753.58%

% of portfolio

0.75%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$216.28 - $284.39 $20.8 Million - $27.3 Million	96,059 Added 634.22%	111,205 $31.6 Million
Q1 2025 Apr 29, 2025	SELL	$237.72 - $276.98 $24.7 Million - $28.7 Million	-103,730 Reduced 87.26%	15,146 $3.71 Million
Q4 2024 Feb 12, 2025	BUY	$241.48 - $274.89 $27.1 Million - $30.9 Million	112,283 Added 1703.06%	118,876 $30.2 Million
Q3 2024 Nov 25, 2024	SELL	$218.05 - $243.47 $30.3 Million - $33.9 Million	-139,178 Reduced 95.48%	6,593 $1.61 Million
Q3 2024 Nov 14, 2024	BUY	$218.05 - $243.47 $16.7 Million - $18.7 Million	76,807 Added 111.37%	145,771 $35.5 Million
Q2 2024 Aug 14, 2024	BUY	$218.75 - $234.97 $15.1 Million - $16.2 Million	68,964 New	68,964 $15.8 Million
Q4 2023 Feb 14, 2024	BUY	$180.9 - $221.2 $16.8 Million - $20.5 Million	92,596 Added 1383.27%	99,290 $21.8 Million
Q3 2023 Nov 14, 2023	SELL	$191.65 - $213.93 $12.9 Million - $14.4 Million	-67,529 Reduced 90.98%	6,694 $1.3 Million
Q2 2023 Aug 14, 2023	BUY	$186.22 - $205.77 $1.87 Million - $2.07 Million	10,039 Added 15.64%	74,223 $15.3 Million
Q1 2023 May 15, 2023	BUY	$177.43 - $203.61 $10.7 Million - $12.3 Million	60,481 Added 1633.3%	64,184 $12.5 Million
Q4 2022 Feb 14, 2023	SELL	$165.84 - $193.83 $10.6 Million - $12.4 Million	-63,927 Reduced 94.52%	3,703 $665,000
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $45,592 - $55,936	-268 Reduced 0.39%	67,630 $11.5 Million
Q2 2022 Aug 09, 2022	BUY	$167.96 - $227.2 $11.4 Million - $15.4 Million	67,898 New	67,898 $13.5 Million

Others Institutions Holding VOT

# of Institutions

1,118

Shares Held

40M

Call Options Held

18K

Put Options Held

7.8K

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Pensionmark Financial Group, LLC Vanguard Mid Cap Growth Index Transaction History