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

Wmg Financial Advisors, LLC

  • $246 Million
  • Q2 2025

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 1,236 shares of VOT stock, worth $355,572. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,236
Previous 1,293 4.41%
Holding current value
$355,572
Previous $316,000 11.08%
% of portfolio
0.14%
Previous 0.15%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$216.28 - $284.39 $12,327 - $16,210
-57 Reduced 4.41%
1,236 $351,000
Q1 2025

May 06, 2025
BUY
$237.72 - $276.98 $475 - $553
2 Added 0.15%
1,293 $316,000
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
1,120
Shares Held
40.1M
Call Options Held
18K
Put Options Held
7.8K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

VOT Quotes by TradingView
  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
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