Carl Stuart Investment Advisor, Inc Vanguard Mid Cap Growth Index Transaction History

Carl Stuart Investment Advisor, Inc

  • $177 Million
  • Q1 2025

A detailed history of Carl Stuart Investment Advisor, Inc transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Carl Stuart Investment Advisor, Inc holds 8,822 shares of VOT stock, worth $2.37 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
8,822
Previous 9,355 5.7%
Holding current value
$2.37 Million
Previous $2.37 Million 9.06%
% of portfolio
1.22%
Previous 1.28%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$237.72 - $276.98 $126,704 - $147,630
-533 Reduced 5.7%
8,822 $2.16 Million
Q4 2024

Feb 10, 2025
SELL
$241.48 - $274.89 $94,177 - $107,207
-390 Reduced 4.0%
9,355 $2.37 Million
Q3 2024

Oct 21, 2024
SELL
$218.05 - $243.47 $367,196 - $410,003
-1,684 Reduced 14.73%
9,745 $2.37 Million
Q3 2024

Oct 16, 2024
BUY
$218.05 - $243.47 $192,102 - $214,497
881 Added 8.35%
11,429 $2.78 Million
Q2 2024

Jul 31, 2024
SELL
$218.75 - $234.97 $192,718 - $207,008
-881 Reduced 7.71%
10,548 $2.42 Million
Q1 2024

Apr 24, 2024
SELL
$212.21 - $235.79 $216,878 - $240,977
-1,022 Reduced 8.21%
11,429 $2.69 Million
Q4 2023

Jan 11, 2024
SELL
$180.9 - $221.2 $75,978 - $92,904
-420 Reduced 3.26%
12,451 $2.73 Million
Q3 2023

Oct 10, 2023
SELL
$191.65 - $213.93 $22,614 - $25,243
-118 Reduced 0.91%
12,871 $2.51 Million
Q2 2023

Jul 19, 2023
SELL
$186.22 - $205.77 $9,869 - $10,905
-53 Reduced 0.41%
12,989 $2.67 Million
Q1 2023

Apr 10, 2023
SELL
$177.43 - $203.61 $116,748 - $133,975
-658 Reduced 4.8%
13,042 $2.54 Million
Q4 2022

Feb 13, 2023
SELL
$165.84 - $193.83 $353,570 - $413,245
-2,132 Reduced 13.47%
13,700 $2.46 Million
Q3 2022

Nov 10, 2022
SELL
$170.12 - $208.72 $189,683 - $232,722
-1,115 Reduced 6.58%
15,832 $2.88 Million
Q2 2022

Aug 11, 2022
SELL
$167.96 - $227.2 $129,665 - $175,398
-772 Reduced 4.36%
16,947 $3.11 Million
Q1 2022

May 04, 2022
BUY
$199.76 - $251.37 $3.54 Million - $4.45 Million
17,719 New
17,719 $39.5 Million
Q1 2022

Apr 12, 2022
SELL
$199.76 - $251.37 $4.36 Million - $5.48 Million
-21,809 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$234.3 - $265.79 $5.11 Million - $5.8 Million
21,809 New
21,809 $5.55 Million

Others Institutions Holding VOT

# of Institutions
1,076
Shares Held
40.5M
Call Options Held
17.9K
Put Options Held
5.2K
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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