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

Wmg Financial Advisors, LLC

$206 Million
Q3 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 1,259 shares of VOT stock, worth $334,654. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,259

Previous 1,276 1.33%

Holding current value

$334,654

Previous $292,000 4.79%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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About VANGUARD MID-CAP GROWTH INDEX

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