Calton & Associates, Inc. Vanguard Mid Cap Growth Index Transaction History

Calton & Associates, Inc.

$412 Million
Q1 2025

A detailed history of Calton & Associates, Inc. transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Calton & Associates, Inc. holds 961 shares of VOT stock, worth $261,709. This represents 0.06% of its overall portfolio holdings.

Number of Shares

961

Previous 8,227 88.32%

Holding current value

$261,709

Previous $2.01 Million 88.32%

% of portfolio

0.06%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$237.72 - $276.98 $1.73 Million - $2.01 Million	-7,266 Reduced 88.32%	961 $235,000
Q1 2025 May 05, 2025	BUY	$237.72 - $276.98 $1.96 Million - $2.28 Million	8,227 New	8,227 $2.01 Million
Q4 2021 Jan 13, 2022	SELL	$234.3 - $265.79 $684,624 - $776,638	-2,922 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$230.42 - $251.05 $342,864 - $373,562	1,488 Added 103.77%	2,922 $690,000
Q2 2021 Aug 11, 2021	BUY	$210.91 - $237.31 $8,436 - $9,492	40 Added 2.87%	1,434 $339,000
Q1 2021 May 03, 2021	SELL	$204.75 - $230.34 $16,994 - $19,118	-83 Reduced 5.62%	1,394 $299,000
Q4 2020 Jan 25, 2021	BUY	$178.76 - $215.29 $264,028 - $317,983	1,477 New	1,477 $313,000
Q1 2018 Apr 17, 2018	SELL	N/A	-84 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	N/A	84	84 $11,000

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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Calton & Associates, Inc. Vanguard Mid Cap Growth Index Transaction History