Strategic Financial Concepts, LLC Vanguard Mid Cap Growth Index Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 3,636 shares of VOT stock, worth $1.07 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,636
Previous 7,339 50.46%
Holding current value
$1.07 Million
Previous $1.8 Billion 42.41%
% of portfolio
0.15%
Previous 0.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
SELL
$216.28 - $284.39 $800,884 - $1.05 Million
-3,703 Reduced 50.46%
3,636 $1.03 Billion
Q1 2025

Apr 28, 2025
BUY
$237.72 - $276.98 $1,188 - $1,384
5 Added 0.07%
7,339 $1.8 Billion
Q4 2024

Jan 30, 2025
SELL
$241.48 - $274.89 $447 Million - $508 Million
-1,849,126 Reduced 99.6%
7,334 $1.86 Billion
Q4 2024

Jan 27, 2025
BUY
$241.48 - $274.89 $447 Million - $508 Million
1,849,446 Added 26367.92%
1,856,460 $1.86 Billion
Q3 2024

Nov 12, 2024
SELL
$218.05 - $243.47 $347 Million - $387 Million
-1,589,959 Reduced 99.56%
7,014 $1.71 Billion
Q2 2024

Aug 06, 2024
BUY
$218.75 - $234.97 $349 Million - $374 Million
1,593,703 Added 48737.09%
1,596,973 $11.1 Million
Q1 2024

Apr 22, 2024
BUY
$212.21 - $235.79 $693,926 - $771,033
3,270 New
3,270 $771 Million
Q3 2023

Nov 07, 2023
BUY
$191.65 - $213.93 $242,628 - $270,835
1,266 Added 60.11%
3,372 $657 Million
Q2 2023

Sep 06, 2023
BUY
$186.22 - $205.77 $1,117 - $1,234
6 Added 0.29%
2,106 $433 Million
Q1 2023

Sep 06, 2023
BUY
$177.43 - $203.61 $372,603 - $427,581
2,100 New
2,100 $409 Million

Others Institutions Holding VOT

# of Institutions
1,133
Shares Held
40.3M
Call Options Held
18K
Put Options Held
7.8K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email