Southern Wealth Management, LLP Vanguard Mid Cap Growth Index Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Southern Wealth Management, LLP holds 10,531 shares of VOT stock, worth $2.95 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

10,531

Previous 10,486 0.43%

Holding current value

$2.95 Million

Previous $1.88 Million 8.92%

% of portfolio

0.8%

Previous 0.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$177.43 - $203.61 $7,984 - $9,162	45 Added 0.43%	10,531 $2.05 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $317,915 - $371,572	1,917 Added 22.37%	10,486 $1.88 Million
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $328,671 - $403,247	1,932 Added 29.11%	8,569 $1.56 Million
Q2 2022 Aug 11, 2022	SELL	$167.96 - $227.2 $560,650 - $758,393	-3,338 Reduced 33.46%	6,637 $1.16 Million
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $404,314 - $508,772	2,024 Added 25.46%	9,975 $2.22 Million

Q4 2021 Feb 10, 2022	SELL	$234.3 - $265.79 $2.85 Million - $3.24 Million	-12,184 Reduced 60.51%	7,951 $2.02 Million
Q3 2021 Nov 15, 2021	SELL	$230.42 - $251.05 $43,318 - $47,197	-188 Reduced 0.93%	20,135 $4.76 Million
Q2 2021 Aug 13, 2021	BUY	$210.91 - $237.31 $84,364 - $94,924	400 Added 2.01%	20,323 $4.94 Million
Q1 2021 May 17, 2021	BUY	$204.75 - $230.34 $870,187 - $978,945	4,250 Added 27.12%	19,923 $4.28 Million
Q4 2020 Feb 16, 2021	BUY	$178.76 - $215.29 $13,585 - $16,362	76 Added 0.49%	15,673 $3.32 Million
Q3 2020 Nov 25, 2020	BUY	$166.29 - $188.98 $33,258 - $37,796	200 Added 1.3%	15,597 $2.81 Million
Q2 2020 Aug 14, 2020	BUY	$120.77 - $169.89 $102,050 - $143,557	845 Added 5.81%	15,397 $2.54 Million
Q1 2020 May 14, 2020	SELL	$108.51 - $170.49 $327,374 - $514,368	-3,017 Reduced 17.17%	14,552 $1.84 Million
Q4 2019 May 14, 2020	BUY	$144.1 - $159.03 $2.53 Million - $2.79 Million	17,569 New	17,569 $2.79 Million

Others Institutions Holding VOT

# of Institutions

1,151

Shares Held

41.3M

Call Options Held

15K

Put Options Held

9.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Southern Wealth Management, LLP Vanguard Mid Cap Growth Index Transaction History