Wealth Shield Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 11,177 shares of VOT stock, worth $2.88 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

11,177

Previous 10,592 5.52%

Holding current value

$2.88 Million

Previous $2.43 Million 11.93%

% of portfolio

0.38%

Previous 0.38%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$218.05 - $243.47 $127,559 - $142,429	585 Added 5.52%	11,177 $2.72 Million
Q2 2024 Jul 26, 2024	BUY	$218.75 - $234.97 $313,468 - $336,712	1,433 Added 15.65%	10,592 $2.43 Million
Q1 2024 Apr 29, 2024	SELL	$212.21 - $235.79 $549,199 - $610,224	-2,588 Reduced 22.03%	9,159 $2.16 Million
Q4 2023 Jan 23, 2024	SELL	$180.9 - $221.2 $475,586 - $581,534	-2,629 Reduced 18.29%	11,747 $2.58 Million
Q3 2023 Oct 25, 2023	SELL	$191.65 - $213.93 $57,495 - $64,179	-300 Reduced 2.04%	14,376 $2.8 Million
Q2 2023 Aug 03, 2023	BUY	$186.22 - $205.77 $13,407 - $14,815	72 Added 0.49%	14,676 $3.02 Million
Q1 2023 May 08, 2023	BUY	$177.43 - $203.61 $53,406 - $61,286	301 Added 2.1%	14,604 $2.85 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $4,643 - $5,427	28 Added 0.2%	14,303 $2.57 Million
Q3 2022 Nov 04, 2022	BUY	$170.12 - $208.72 $51,886 - $63,659	305 Added 2.18%	14,275 $2.43 Million
Q2 2022 Aug 11, 2022	BUY	$167.96 - $227.2 $59,961 - $81,110	357 Added 2.62%	13,970 $2.45 Million
Q1 2022 May 09, 2022	SELL	$199.76 - $251.37 $872,951 - $1.1 Million	-4,370 Reduced 24.3%	13,613 $3.03 Million
Q4 2021 Feb 10, 2022	BUY	$234.3 - $265.79 $2.89 Million - $3.28 Million	12,340 Added 218.68%	17,983 $4.58 Million
Q3 2021 Nov 12, 2021	BUY	$230.42 - $251.05 $1.3 Million - $1.42 Million	5,643 New	5,643 $1.33 Million
Q2 2021 Aug 06, 2021	SELL	$210.91 - $237.31 $1.21 Million - $1.37 Million	-5,755 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$178.76 - $215.29 $2,681 - $3,229	-15 Reduced 0.26%	5,755 $1.22 Million
Q2 2020 Aug 13, 2020	SELL	$120.77 - $169.89 $9,661 - $13,591	-80 Reduced 1.37%	5,770 $951,000
Q1 2020 May 12, 2020	SELL	$108.51 - $170.49 $37,435 - $58,819	-345 Reduced 5.57%	5,850 $742,000
Q2 2019 Aug 12, 2019	SELL	N/A	-80 Reduced 1.27%	6,195 $925,000
Q1 2019 May 14, 2019	SELL	N/A	-110 Reduced 1.72%	6,275 $895,000
Q4 2018 Feb 14, 2019	SELL	N/A	-121 Reduced 1.86%	6,385 $764,000
Q1 2018 May 11, 2018	BUY	N/A	80 Added 1.24%	6,506 $843,000
Q4 2017 Apr 18, 2018	BUY	N/A	6,426	6,426 $827,000

Others Institutions Holding VOT

# of Institutions

975

Shares Held

38.2M

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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Wealth Shield Partners, LLC Vanguard Mid Cap Growth Index Transaction History