Vertex Planning Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Vertex Planning Partners, LLC

  • $458 Billion
  • Q1 2025

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,896 shares of VOT stock, worth $508,620. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,896
Previous 2,013 5.81%
Holding current value
$508,620
Previous $511 Million 9.19%
% of portfolio
0.1%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$237.72 - $276.98 $27,813 - $32,406
-117 Reduced 5.81%
1,896 $464 Million
Q1 2024

May 13, 2024
SELL
$212.21 - $235.79 $5,305 - $5,894
-25 Reduced 1.23%
2,013 $475 Million
Q4 2023

Feb 14, 2024
BUY
$180.9 - $221.2 $90,450 - $110,600
500 Added 32.51%
2,038 $447 Million
Q1 2023

May 16, 2023
BUY
$177.43 - $203.61 $23,065 - $26,469
130 Added 9.23%
1,538 $300 Million
Q4 2022

Feb 06, 2023
BUY
$165.84 - $193.83 $233,502 - $272,912
1,408 New
1,408 $253 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

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