Wmg Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Wmg Financial Advisors, LLC

$215 Million
Q4 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,291 shares of VOT stock, worth $315,146. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,291

Previous 1,259 2.54%

Holding current value

$315,146

Previous $306,000 6.86%

% of portfolio

0.15%

Previous 0.15%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$241.48 - $274.89 $7,727 - $8,796	32 Added 2.54%	1,291 $327,000
Q3 2024 Oct 31, 2024	SELL	$218.05 - $243.47 $3,706 - $4,138	-17 Reduced 1.33%	1,259 $306,000
Q2 2024 Jul 30, 2024	SELL	$218.75 - $234.97 $8,312 - $8,928	-38 Reduced 2.89%	1,276 $292,000
Q1 2024 May 07, 2024	BUY	$212.21 - $235.79 $32,468 - $36,075	153 Added 13.18%	1,314 $309,000
Q2 2023 Aug 03, 2023	BUY	$186.22 - $205.77 $51,582 - $56,998	277 Added 31.33%	1,161 $238,000
Q1 2023 Apr 18, 2023	SELL	$177.43 - $203.61 $54,471 - $62,508	-307 Reduced 25.78%	884 $172,000
Q4 2022 Feb 10, 2023	BUY	$165.84 - $193.83 $197,515 - $230,851	1,191 New	1,191 $214,000
Q2 2022 Aug 08, 2022	SELL	$167.96 - $227.2 $169,471 - $229,244	-1,009 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $236,408 - $268,182	1,009 New	1,009 $254,000

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wmg Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wmg Financial Advisors, LLC with notifications on news.

Account

Wmg Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History