Wealthspan Partners, LLC Vanguard Mid Cap Growth Index Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealthspan Partners, LLC holds 2,030 shares of VOT stock, worth $527,759. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,030
Previous 2,160 6.02%
Holding current value
$527,759
Previous $495,000 0.2%
% of portfolio
0.25%
Previous 0.28%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$218.05 - $243.47 $28,346 - $31,651
-130 Reduced 6.02%
2,030 $494,000
Q2 2024

Jul 19, 2024
SELL
$218.75 - $234.97 $9,406 - $10,103
-43 Reduced 1.95%
2,160 $495,000
Q1 2024

Apr 29, 2024
BUY
$212.21 - $235.79 $56,235 - $62,484
265 Added 13.67%
2,203 $519,000
Q4 2023

Jan 29, 2024
SELL
$180.9 - $221.2 $18,090 - $22,120
-100 Reduced 4.91%
1,938 $425,000
Q3 2023

Nov 01, 2023
BUY
$191.65 - $213.93 $9,199 - $10,268
48 Added 2.41%
2,038 $396,000
Q1 2023

Apr 21, 2023
SELL
$177.43 - $203.61 $19,339 - $22,193
-109 Reduced 5.19%
1,990 $387,000
Q4 2022

Feb 13, 2023
BUY
$165.84 - $193.83 $13,598 - $15,894
82 Added 4.07%
2,099 $377,000
Q3 2022

Nov 14, 2022
SELL
$170.12 - $208.72 $6,804 - $8,348
-40 Reduced 1.94%
2,017 $344,000
Q2 2022

Aug 11, 2022
BUY
$167.96 - $227.2 $9,909 - $13,404
59 Added 2.95%
2,057 $361,000
Q1 2022

May 12, 2022
SELL
$199.76 - $251.37 $86,296 - $108,591
-432 Reduced 17.78%
1,998 $445,000
Q4 2021

Feb 15, 2022
BUY
$234.3 - $265.79 $569,349 - $645,869
2,430 New
2,430 $619,000

Others Institutions Holding VOT

# of Institutions
977
Shares Held
38.1M
Call Options Held
26.7K
Put Options Held
5.6K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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