Willner & Heller, LLC Vanguard Mid Cap Growth Index Transaction History

Willner & Heller, LLC

  • $110 Million
  • Q4 2024

A detailed history of Willner & Heller, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Willner & Heller, LLC holds 1,971 shares of VOT stock, worth $512,519. This represents 0.45% of its overall portfolio holdings.

Number of Shares
1,971
Previous 1,945 1.34%
Holding current value
$512,519
Previous $473,000 5.71%
% of portfolio
0.45%
Previous 0.44%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$241.48 - $274.89 $6,278 - $7,147
26 Added 1.34%
1,971 $500,000
Q3 2024

Oct 10, 2024
BUY
$218.05 - $243.47 $1,308 - $1,460
6 Added 0.31%
1,945 $473,000
Q2 2024

Jul 19, 2024
BUY
$218.75 - $234.97 $10,062 - $10,808
46 Added 2.43%
1,939 $445,000
Q1 2024

Jul 19, 2024
SELL
$212.21 - $235.79 $31,407 - $34,896
-148 Reduced 7.25%
1,893 $446,000
Q4 2023

Mar 06, 2024
SELL
$180.9 - $221.2 $31,838 - $38,931
-176 Reduced 7.94%
2,041 $448,000
Q4 2022

Feb 14, 2023
BUY
$165.84 - $193.83 $663 - $775
4 Added 0.18%
2,217 $398,000
Q3 2022

Oct 24, 2022
BUY
$170.12 - $208.72 $5,613 - $6,887
33 Added 1.51%
2,213 $377,000
Q2 2022

Jul 22, 2022
BUY
$167.96 - $227.2 $8,733 - $11,814
52 Added 2.44%
2,180 $382,000
Q1 2022

Jul 05, 2022
BUY
$199.76 - $251.37 $599 - $754
3 Added 0.14%
2,128 $542,000
Q4 2021

Jun 06, 2022
BUY
$234.3 - $265.79 $497,887 - $564,803
2,125 New
2,125 $502,000

Others Institutions Holding VOT

# of Institutions
1,054
Shares Held
43M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Willner & Heller, LLC Portfolio

Follow Willner & Heller, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willner & Heller, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Willner & Heller, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email