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

Strategic Financial Concepts, LLC

$533 Billion
Q1 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 7,339 shares of VOT stock, worth $1.97 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

7,339

Previous 7,334 0.07%

Holding current value

$1.97 Million

Previous $1.86 Billion 3.52%

% of portfolio

0.34%

Previous 0.36%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

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.

Account

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