Waller Financial Planning Group, Inc Vanguard Mid Cap Growth Index Transaction History

Waller Financial Planning Group, Inc

$397 Million
Q4 2024

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 4,065 shares of VOT stock, worth $1.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

4,065

Previous 4,740 14.24%

Holding current value

$1.01 Million

Previous $1.15 Million 10.66%

% of portfolio

0.26%

Previous 0.29%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 03, 2025	SELL	$241.48 - $274.89 $162,999 - $185,550	-675 Reduced 14.24%	4,065 $1.03 Million
Q1 2024 Apr 02, 2024	SELL	$212.21 - $235.79 $73,000 - $81,111	-344 Reduced 6.77%	4,740 $1.12 Million
Q4 2023 Jan 03, 2024	SELL	$180.9 - $221.2 $904 - $1,106	-5 Reduced 0.1%	5,084 $1.12 Million
Q3 2023 Oct 18, 2023	SELL	$191.65 - $213.93 $9,965 - $11,124	-52 Reduced 1.01%	5,089 $991,000
Q2 2023 Jul 05, 2023	BUY	$186.22 - $205.77 $1,862 - $2,057	10 Added 0.19%	5,141 $1.06 Million
Q1 2023 Apr 18, 2023	SELL	$177.43 - $203.61 $259,047 - $297,270	-1,460 Reduced 22.15%	5,131 $999,000
Q4 2022 Jan 05, 2023	SELL	$165.84 - $193.83 $86,236 - $100,791	-520 Reduced 7.31%	6,591 $0
Q3 2022 Oct 20, 2022	BUY	$170.12 - $208.72 $14,290 - $17,532	84 Added 1.2%	7,111 $1.21 Million
Q2 2022 Jul 18, 2022	SELL	$167.96 - $227.2 $75,414 - $102,012	-449 Reduced 6.01%	7,027 $1.23 Million
Q1 2022 Apr 18, 2022	BUY	$199.76 - $251.37 $3,995 - $5,027	20 Added 0.27%	7,476 $1.67 Million
Q4 2021 Jan 26, 2022	SELL	$234.3 - $265.79 $88,331 - $100,202	-377 Reduced 4.81%	7,456 $1.9 Million
Q3 2021 Oct 19, 2021	BUY	$230.42 - $251.05 $4,608 - $5,021	20 Added 0.26%	7,833 $1.85 Million
Q2 2021 Jul 22, 2021	BUY	$210.91 - $237.31 $5,483 - $6,170	26 Added 0.33%	7,813 $1.85 Million
Q1 2021 Apr 14, 2021	SELL	$204.75 - $230.34 $86,199 - $96,973	-421 Reduced 5.13%	7,787 $1.67 Million
Q4 2020 Jan 14, 2021	SELL	$178.76 - $215.29 $31,640 - $38,106	-177 Reduced 2.11%	8,208 $1.74 Million
Q3 2020 Oct 19, 2020	SELL	$166.29 - $188.98 $56,538 - $64,253	-340 Reduced 3.9%	8,385 $1.51 Million
Q2 2020 Jul 14, 2020	SELL	$120.77 - $169.89 $200,478 - $282,017	-1,660 Reduced 15.98%	8,725 $1.44 Million
Q1 2020 Apr 13, 2020	BUY	$108.51 - $170.49 $152,999 - $240,390	1,410 Added 15.71%	10,385 $1.32 Million
Q4 2019 Jan 15, 2020	SELL	$144.1 - $159.03 $2,882 - $3,180	-20 Reduced 0.22%	8,975 $1.43 Million
Q3 2019 Oct 30, 2019	SELL	$147.12 - $150.91 $46,784 - $47,989	-318 Reduced 3.41%	8,995 $1.36 Million
Q2 2019 Jul 16, 2019	SELL	N/A	-528 Reduced 5.37%	9,313 $1.42 Million
Q1 2019 Apr 17, 2019	SELL	N/A	-343 Reduced 3.37%	9,841 $1.44 Million
Q4 2018 Jan 30, 2019	BUY	N/A	10,184 New	10,184 $1.22 Million

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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Waller Financial Planning Group, Inc Vanguard Mid Cap Growth Index Transaction History