Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History

Shira Ridge Wealth Management

$175 Billion
Q1 2024

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Shira Ridge Wealth Management holds 12,427 shares of VOT stock, worth $2.86 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares

12,427

Previous 13,147 5.48%

Holding current value

$2.86 Million

Previous $2.89 Billion 1.51%

% of portfolio

1.68%

Previous 1.73%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	SELL	$212.21 - $235.79 $152,791 - $169,768	-720 Reduced 5.48%	12,427 $2.93 Billion
Q4 2023 Jan 10, 2024	SELL	$180.9 - $221.2 $132,057 - $161,476	-730 Reduced 5.26%	13,147 $2.89 Billion
Q3 2023 Oct 10, 2023	BUY	$191.65 - $213.93 $33,347 - $37,223	174 Added 1.27%	13,877 $2.7 Billion
Q2 2023 Jul 12, 2023	BUY	$186.22 - $205.77 $113,780 - $125,725	611 Added 4.67%	13,703 $2.82 Billion
Q1 2023 May 08, 2023	BUY	$177.43 - $203.61 $43,647 - $50,088	246 Added 1.91%	13,092 $2.55 Billion

Q4 2022 Jan 12, 2023	BUY	$174.67 - $193.83 $2.24 Million - $2.49 Million	12,846 New	12,846 $2.31 Billion

Others Institutions Holding VOT

# of Institutions

917

Shares Held

32.6M

Call Options Held

33.1K

Put Options Held

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Shira Ridge Wealth Management Vanguard Mid Cap Growth Index Transaction History