Wells Trecaso Financial Group, LLC Vanguard Mid Cap Growth Index Transaction History

Wells Trecaso Financial Group, LLC

  • $283 Million
  • Q1 2024

A detailed history of Wells Trecaso Financial Group, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wells Trecaso Financial Group, LLC holds 8,584 shares of VOT stock, worth $1.98 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
8,584
Previous 9,495 9.59%
Holding current value
$1.98 Million
Previous $2.08 Million 2.88%
% of portfolio
0.72%
Previous 0.84%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$212.21 - $235.79 $193,323 - $214,804
-911 Reduced 9.59%
8,584 $2.02 Million
Q4 2023

Jan 19, 2024
SELL
$180.9 - $221.2 $27,858 - $34,064
-154 Reduced 1.6%
9,495 $2.08 Million
Q3 2023

Oct 23, 2023
SELL
$191.65 - $213.93 $36,988 - $41,288
-193 Reduced 1.96%
9,649 $1.88 Million
Q2 2023

Jul 20, 2023
SELL
$186.22 - $205.77 $6,517 - $7,201
-35 Reduced 0.35%
9,842 $2.03 Million
Q1 2023

Apr 20, 2023
BUY
$177.43 - $203.61 $1,064 - $1,221
6 Added 0.06%
9,877 $1.92 Million
Q4 2022

Jan 27, 2023
BUY
$174.67 - $193.83 $12,576 - $13,955
72 Added 0.73%
9,871 $0
Q3 2022

Oct 24, 2022
BUY
N/A
3,061 Added 45.43%
9,799 $1.67 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-85 Reduced 1.25%
6,738 $1.18 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-316 Reduced 4.43%
6,823 $1.52 Million
Q4 2021

Jan 31, 2022
BUY
N/A
16 Added 0.22%
7,139 $1.82 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-30 Reduced 0.42%
7,123 $1.68 Million
Q2 2021

Jul 29, 2021
SELL
N/A
-125 Reduced 1.72%
7,153 $1.69 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-200 Reduced 2.67%
7,278 $1.56 Million
Q4 2020

Feb 04, 2021
SELL
N/A
-131 Reduced 1.72%
7,478 $1.59 Million
Q3 2020

Oct 26, 2020
BUY
N/A
1,375 Added 22.06%
7,609 $1.37 Million
Q2 2020

Jul 21, 2020
SELL
N/A
-281 Reduced 4.31%
6,234 $1.03 Million
Q1 2020

Apr 17, 2020
SELL
N/A
-75 Reduced 1.14%
6,515 $825,000
Q4 2019

Jan 31, 2020
SELL
N/A
-75 Reduced 1.13%
6,590 $1.05 Million
Q2 2019

Jul 22, 2019
SELL
N/A
-200 Reduced 2.91%
6,665 $995,000
Q1 2019

Apr 18, 2019
BUY
N/A
70 Added 1.03%
6,865 $980,000
Q4 2018

Jan 28, 2019
BUY
N/A
520 Added 8.29%
6,795 $813,000
Q3 2018

Oct 22, 2018
BUY
N/A
330 Added 5.55%
6,275 $894,000
Q1 2018

Apr 23, 2018
BUY
N/A
1,334 Added 28.93%
5,945 $771,000
Q4 2017

Apr 23, 2018
BUY
N/A
4,611
4,611 $589,000

Others Institutions Holding VOT

# of Institutions
910
Shares Held
32.6M
Call Options Held
33.1K
Put Options Held
4K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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