Wolff Financial Management LLC Vanguard Mid Cap Growth Index Transaction History

Wolff Financial Management LLC

$360 Million
Q4 2024

A detailed history of Wolff Financial Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Wolff Financial Management LLC holds 41,014 shares of VOT stock, worth $11.2 Million. This represents 2.89% of its overall portfolio holdings.

Number of Shares

41,014

Previous 42,875 4.34%

Holding current value

$11.2 Million

Previous $10.4 Million 0.31%

% of portfolio

2.89%

Previous 2.84%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$241.48 - $274.89 $449,394 - $511,570	-1,861 Reduced 4.34%	41,014 $10.4 Million
Q3 2024 Oct 24, 2024	BUY	$218.05 - $243.47 $9.35 Million - $10.4 Million	42,875 New	42,875 $10.4 Million
Q1 2024 Apr 24, 2024	SELL	$212.21 - $235.79 $344,416 - $382,687	-1,623 Reduced 4.82%	32,065 $7.56 Million
Q4 2023 Jan 25, 2024	SELL	$180.9 - $221.2 $476,852 - $583,083	-2,636 Reduced 7.26%	33,688 $7.4 Million
Q3 2023 Oct 30, 2023	BUY	$191.65 - $213.93 $6.96 Million - $7.77 Million	36,324 New	36,324 $7.08 Million
Q1 2023 May 01, 2023	SELL	$177.43 - $203.61 $143,186 - $164,313	-807 Reduced 2.17%	36,375 $7.09 Million
Q4 2022 Feb 06, 2023	SELL	$165.84 - $193.83 $2.32 Million - $2.71 Million	-13,989 Reduced 27.34%	37,182 $6.68 Million
Q3 2022 Oct 31, 2022	BUY	$170.12 - $208.72 $137,286 - $168,437	807 Added 1.6%	51,171 $8.73 Million
Q2 2022 Aug 05, 2022	BUY	$167.96 - $227.2 $669,152 - $905,164	3,984 Added 8.59%	50,364 $8.83 Million
Q1 2022 May 03, 2022	BUY	$199.76 - $251.37 $33,959 - $42,732	170 Added 0.37%	46,380 $10.3 Million
Q4 2021 Feb 08, 2022	BUY	$234.3 - $265.79 $10.8 Million - $12.3 Million	46,210 New	46,210 $11.8 Million
Q3 2021 Nov 12, 2021	SELL	$230.42 - $251.05 $8.97 Million - $9.77 Million	-38,920 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$204.75 - $230.34 $422,194 - $474,961	2,062 Added 5.59%	38,920 $8.35 Million
Q4 2020 Jan 21, 2021	BUY	$178.76 - $215.29 $157,845 - $190,101	883 Added 2.45%	36,858 $7.82 Million
Q3 2020 Oct 23, 2020	BUY	$166.29 - $188.98 $134,196 - $152,506	807 Added 2.29%	35,975 $6.48 Million
Q2 2020 Jul 21, 2020	BUY	$120.77 - $169.89 $94,321 - $132,684	781 Added 2.27%	35,168 $5.81 Million
Q1 2020 Apr 15, 2020	BUY	$108.51 - $170.49 $1.06 Million - $1.66 Million	9,734 Added 39.48%	34,387 $4.36 Million
Q4 2019 Jan 23, 2020	BUY	$144.1 - $159.03 $90,206 - $99,552	626 Added 2.61%	24,653 $3.91 Million
Q3 2019 Oct 28, 2019	BUY	$147.12 - $150.91 $194,492 - $199,503	1,322 Added 5.82%	24,027 $3.56 Million
Q2 2019 Jul 24, 2019	BUY	N/A	879 Added 4.03%	22,705 $3.39 Million
Q1 2019 Apr 24, 2019	BUY	N/A	2,290 Added 11.72%	21,826 $3.12 Million
Q4 2018 Feb 13, 2019	BUY	N/A	19,536 New	19,536 $2.34 Million

Others Institutions Holding VOT

# of Institutions

990

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

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Wolff Financial Management LLC Vanguard Mid Cap Growth Index Transaction History