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 $2.43 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
10,531
Previous 10,486 0.43%
Holding current value
$2.43 Million
Previous $1.88 Million 8.92%
% of portfolio
0.8%
Previous 0.76%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$174.67 - $193.83 $334,842 - $371,572
1,917 Added 22.37%
10,486 $1.88 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,932 Added 29.11%
8,569 $1.56 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-3,338 Reduced 33.46%
6,637 $1.16 Million
Q1 2022

May 16, 2022
BUY
N/A
2,024 Added 25.46%
9,975 $2.22 Million
Q4 2021

Feb 10, 2022
SELL
N/A
-12,184 Reduced 60.51%
7,951 $2.02 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-188 Reduced 0.93%
20,135 $4.76 Million
Q2 2021

Aug 13, 2021
BUY
N/A
400 Added 2.01%
20,323 $4.94 Million
Q1 2021

May 17, 2021
BUY
N/A
4,250 Added 27.12%
19,923 $4.28 Million
Q4 2020

Feb 16, 2021
BUY
N/A
76 Added 0.49%
15,673 $3.32 Million
Q3 2020

Nov 25, 2020
BUY
N/A
200 Added 1.3%
15,597 $2.81 Million
Q2 2020

Aug 14, 2020
BUY
N/A
845 Added 5.81%
15,397 $2.54 Million
Q1 2020

May 14, 2020
SELL
N/A
-3,017 Reduced 17.17%
14,552 $1.84 Million
Q4 2019

May 14, 2020
BUY
N/A
17,569 New
17,569 $2.79 Million

Others Institutions Holding VOT

# of Institutions
913
Shares Held
32.6M
Call Options Held
33.1K
Put Options Held
4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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