Sterling Financial Planning, Inc. Vanguard Mid Cap Growth Index Transaction History

Sterling Financial Planning, Inc.

$263 Million
Q3 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 9,225 shares of VOT stock, worth $2.4 Million. This represents 0.85% of its overall portfolio holdings.

Number of Shares

9,225

Previous 9,309 0.9%

Holding current value

$2.4 Million

Previous $2.14 Million 5.15%

% of portfolio

0.85%

Previous 0.89%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$218.05 - $243.47 $18,316 - $20,451	-84 Reduced 0.9%	9,225 $2.25 Million
Q2 2024 Jul 30, 2024	SELL	$218.75 - $234.97 $49,875 - $53,573	-228 Reduced 2.39%	9,309 $2.14 Million
Q1 2024 May 06, 2024	SELL	$212.21 - $235.79 $76,607 - $85,120	-361 Reduced 3.65%	9,537 $2.25 Million
Q4 2023 Jan 31, 2024	BUY	$180.9 - $221.2 $180 - $221	1 Added 0.01%	9,898 $2.17 Million
Q3 2023 Nov 03, 2023	SELL	$191.65 - $213.93 $1,724 - $1,925	-9 Reduced 0.09%	9,897 $1.93 Million
Q2 2023 Jul 28, 2023	BUY	$186.22 - $205.77 $53,817 - $59,467	289 Added 3.01%	9,906 $2.04 Million
Q1 2023 May 03, 2023	BUY	$177.43 - $203.61 $19,162 - $21,989	108 Added 1.14%	9,617 $1.87 Million
Q4 2022 Feb 06, 2023	BUY	$165.84 - $193.83 $32,504 - $37,990	196 Added 2.1%	9,509 $1.71 Million
Q3 2022 Nov 01, 2022	BUY	$170.12 - $208.72 $107,345 - $131,702	631 Added 7.27%	9,313 $1.59 Million
Q2 2022 Jul 27, 2022	BUY	$167.96 - $227.2 $103,127 - $139,500	614 Added 7.61%	8,682 $1.52 Million
Q1 2022 May 10, 2022	BUY	$199.76 - $251.37 $23,971 - $30,164	120 Added 1.51%	8,068 $1.8 Million
Q4 2021 Feb 02, 2022	BUY	$234.3 - $265.79 $21,555 - $24,452	92 Added 1.17%	7,948 $2.02 Million
Q3 2021 Oct 28, 2021	BUY	$230.42 - $251.05 $160,602 - $174,981	697 Added 9.74%	7,856 $1.86 Million
Q2 2021 Aug 02, 2021	BUY	$210.91 - $237.31 $65,382 - $73,566	310 Added 4.53%	7,159 $1.69 Million
Q1 2021 Apr 28, 2021	SELL	$204.75 - $230.34 $23,136 - $26,028	-113 Reduced 1.62%	6,849 $1.47 Million
Q4 2020 Feb 10, 2021	BUY	$178.76 - $215.29 $1.24 Million - $1.5 Million	6,962 New	6,962 $1.48 Million

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Sterling Financial Planning, Inc. Vanguard Mid Cap Growth Index Transaction History