Valmark Advisers, Inc. Vanguard Mid Cap Growth Index Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Valmark Advisers, Inc. holds 1,363 shares of VOT stock, worth $366,360. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,363

Previous 1,411 3.4%

Holding current value

$366,360

Previous $343,000 0.58%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$241.48 - $274.89 $11,591 - $13,194	-48 Reduced 3.4%	1,363 $345,000
Q3 2024 Oct 25, 2024	BUY	$218.05 - $243.47 $1,308 - $1,460	6 Added 0.43%	1,411 $343,000
Q2 2024 Jul 31, 2024	BUY	$218.75 - $234.97 $6,125 - $6,579	28 Added 2.03%	1,405 $322,000
Q4 2023 Feb 02, 2024	BUY	$180.9 - $221.2 $34,913 - $42,691	193 Added 16.3%	1,377 $302,000
Q3 2023 Nov 07, 2023	SELL	$191.65 - $213.93 $3,641 - $4,064	-19 Reduced 1.58%	1,184 $230,000
Q2 2023 Aug 02, 2023	BUY	$186.22 - $205.77 $16,387 - $18,107	88 Added 7.89%	1,203 $247,000
Q4 2022 Feb 06, 2023	BUY	$165.84 - $193.83 $184,911 - $216,120	1,115 New	1,115 $200,000
Q2 2022 Aug 01, 2022	SELL	$167.96 - $227.2 $169,135 - $228,790	-1,007 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$199.76 - $251.37 $201,158 - $253,129	1,007 New	1,007 $224,000

Others Institutions Holding VOT

# of Institutions

1,001

Shares Held

40.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Valmark Advisers, Inc. Vanguard Mid Cap Growth Index Transaction History