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

Willner & Heller, LLC

$102 Million
Q2 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 1,939 shares of VOT stock, worth $473,620. This represents 0.44% of its overall portfolio holdings.

Number of Shares

1,939

Previous 1,893 2.43%

Holding current value

$473,620

Previous $446,000 0.22%

% of portfolio

0.44%

Previous 0.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

919

Shares Held

38.4M

Call Options Held

15.5K

Put Options Held

4.4K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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