Sky Oak Wealth, LLC Vanguard Mid Cap Growth Index Transaction History

Sky Oak Wealth, LLC

$445 Million
Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 854 shares of VOT stock, worth $222,022. This represents 0.05% of its overall portfolio holdings.

Number of Shares

854

Previous 882 3.17%

Holding current value

$222,022

Previous $202,000 2.48%

% of portfolio

0.05%

Previous 0.05%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$218.05 - $243.47 $6,105 - $6,817	-28 Reduced 3.17%	854 $207,000
Q2 2024 Aug 12, 2024	SELL	$218.75 - $234.97 $27,562 - $29,606	-126 Reduced 12.5%	882 $202,000
Q1 2024 Apr 29, 2024	SELL	$212.21 - $235.79 $10,186 - $11,317	-48 Reduced 4.55%	1,008 $237,000
Q4 2023 Jan 12, 2024	SELL	$180.9 - $221.2 $38,712 - $47,336	-214 Reduced 16.85%	1,056 $231,000
Q3 2023 Oct 24, 2023	SELL	$191.65 - $213.93 $17,056 - $19,039	-89 Reduced 6.55%	1,270 $247,000
Q2 2023 Jul 20, 2023	SELL	$186.22 - $205.77 $41,713 - $46,092	-224 Reduced 14.15%	1,359 $279,000
Q1 2023 May 02, 2023	SELL	$177.43 - $203.61 $52,164 - $59,861	-294 Reduced 15.66%	1,583 $308,000
Q4 2022 Jan 26, 2023	SELL	$165.84 - $193.83 $97,016 - $113,390	-585 Reduced 23.76%	1,877 $0
Q3 2022 Oct 25, 2022	SELL	$170.12 - $208.72 $1.16 Million - $1.42 Million	-6,802 Reduced 73.42%	2,462 $420,000
Q2 2022 Jul 26, 2022	BUY	$167.96 - $227.2 $223,722 - $302,630	1,332 Added 16.79%	9,264 $1.63 Million
Q1 2022 Apr 18, 2022	BUY	$199.76 - $251.37 $157,211 - $197,828	787 Added 11.01%	7,932 $1.77 Million
Q4 2021 Jan 24, 2022	BUY	$234.3 - $265.79 $215,556 - $244,526	920 Added 14.78%	7,145 $1.82 Million
Q3 2021 Oct 21, 2021	BUY	$230.42 - $251.05 $28,111 - $30,628	122 Added 2.0%	6,225 $1.47 Million
Q2 2021 Jul 19, 2021	BUY	$210.91 - $237.31 $202,895 - $228,292	962 Added 18.71%	6,103 $1.44 Million
Q1 2021 Apr 29, 2021	BUY	$204.75 - $230.34 $11,466 - $12,899	56 Added 1.1%	5,141 $1.18 Million
Q4 2020 Feb 02, 2021	BUY	$178.76 - $215.29 $73,291 - $88,268	410 Added 8.77%	5,085 $1.08 Million
Q3 2020 Nov 03, 2020	BUY	$166.29 - $188.98 $241,785 - $274,776	1,454 Added 45.14%	4,675 $842,000
Q2 2020 Aug 10, 2020	BUY	$120.77 - $169.89 $389,000 - $547,215	3,221 New	3,221 $532,000
Q1 2020 May 04, 2020	SELL	$108.51 - $170.49 $427,854 - $672,242	-3,943 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$144.1 - $159.03 $568,186 - $627,055	3,943 New	3,943 $626,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

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Sky Oak Wealth, LLC Vanguard Mid Cap Growth Index Transaction History