Wealthspire Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Wealthspire Advisors, LLC

$9.71 Billion
Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 62,211 shares of VOT stock, worth $16.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

62,211

Previous 61,326 1.44%

Holding current value

$16.2 Million

Previous $14.1 Million 7.59%

% of portfolio

0.16%

Previous 0.18%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$218.05 - $243.47 $192,974 - $215,470	885 Added 1.44%	62,211 $15.1 Million
Q2 2024 Aug 08, 2024	SELL	$218.75 - $234.97 $236,687 - $254,237	-1,082 Reduced 1.73%	61,326 $14.1 Million
Q1 2024 May 06, 2024	SELL	$212.21 - $235.79 $649,999 - $722,224	-3,063 Reduced 4.68%	62,408 $14.7 Million
Q4 2023 Feb 06, 2024	SELL	$180.9 - $221.2 $56,259 - $68,793	-311 Reduced 0.47%	65,471 $14.4 Million
Q3 2023 Nov 06, 2023	SELL	$191.65 - $213.93 $645,285 - $720,302	-3,367 Reduced 4.87%	65,782 $12.8 Million
Q2 2023 Jul 31, 2023	SELL	$186.22 - $205.77 $644,693 - $712,375	-3,462 Reduced 4.77%	69,149 $14.2 Million
Q1 2023 May 09, 2023	SELL	$177.43 - $203.61 $806,241 - $925,203	-4,544 Reduced 5.89%	72,611 $14.2 Million
Q4 2022 Feb 13, 2023	BUY	$165.84 - $193.83 $285,908 - $334,162	1,724 Added 2.29%	77,155 $13.9 Million
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $12 Million - $14.7 Million	70,533 Added 1440.04%	75,431 $12.9 Million
Q2 2022 Aug 09, 2022	SELL	$167.96 - $227.2 $96,744 - $130,867	-576 Reduced 10.52%	4,898 $859,000
Q1 2022 May 09, 2022	SELL	$199.76 - $251.37 $1,997 - $2,513	-10 Reduced 0.18%	5,474 $1.22 Million
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $548,262 - $621,948	2,340 Added 74.43%	5,484 $1.4 Million
Q3 2021 Nov 15, 2021	BUY	$230.42 - $251.05 $85,255 - $92,888	370 Added 13.34%	3,144 $743,000
Q2 2021 Aug 13, 2021	BUY	$210.91 - $237.31 $161,346 - $181,542	765 Added 38.08%	2,774 $656,000
Q1 2021 May 17, 2021	BUY	$204.75 - $230.34 $71,457 - $80,388	349 Added 21.02%	2,009 $431,000
Q4 2020 Feb 16, 2021	BUY	$178.76 - $215.29 $296,741 - $357,381	1,660 New	1,660 $352,000
Q2 2020 Aug 14, 2020	SELL	$120.77 - $169.89 $194,802 - $274,032	-1,613 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$108.51 - $170.49 $175,026 - $275,000	1,613 New	1,613 $204,000

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

Ticker VOT
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Wealthspire Advisors, LLC Vanguard Mid Cap Growth Index Transaction History