Clearstead Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

A detailed history of Clearstead Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Clearstead Advisors, LLC holds 17,993 shares of VOT stock, worth $4.78 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,993

Previous 13,726 31.09%

Holding current value

$4.78 Million

Previous $3.15 Million 39.05%

% of portfolio

0.07%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$218.05 - $243.47 $930,419 - $1.04 Million	4,267 Added 31.09%	17,993 $4.38 Million
Q2 2024 Aug 09, 2024	BUY	$218.75 - $234.97 $481,906 - $517,638	2,203 Added 19.12%	13,726 $3.15 Million
Q1 2024 May 14, 2024	BUY	$212.21 - $235.79 $1,909 - $2,122	9 Added 0.08%	11,523 $2.72 Million
Q4 2023 Feb 12, 2024	BUY	$180.9 - $221.2 $87,555 - $107,060	484 Added 4.39%	11,514 $2.53 Million
Q3 2023 Nov 13, 2023	SELL	$191.65 - $213.93 $28,747 - $32,089	-150 Reduced 1.34%	11,030 $2.15 Million
Q3 2023 Nov 07, 2023	BUY	$191.65 - $213.93 $126,297 - $140,979	659 Added 6.26%	11,180 $2.18 Million
Q2 2023 Aug 07, 2023	BUY	$186.22 - $205.77 $493,296 - $545,084	2,649 Added 33.65%	10,521 $2.16 Million
Q1 2023 May 09, 2023	BUY	$177.43 - $203.61 $57,309 - $65,766	323 Added 4.28%	7,872 $1.53 Million
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $25,518 - $31,308	-150 Reduced 1.95%	7,549 $1.29 Million
Q2 2022 Aug 12, 2022	BUY	$167.96 - $227.2 $277,134 - $374,880	1,650 Added 27.28%	7,699 $1.35 Million
Q1 2022 May 04, 2022	BUY	$199.76 - $251.37 $238,313 - $299,884	1,193 Added 24.57%	6,049 $1.35 Million
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $1.08 Million - $1.23 Million	4,619 Added 1948.95%	4,856 $1.24 Million
Q1 2020 May 14, 2020	BUY	$108.51 - $170.49 $25,716 - $40,406	237 New	237 $30,000

Others Institutions Holding VOT

# of Institutions

977

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
Sector ETFs
Industry ETFs

More about VOT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Vanguard Mid Cap Growth Index Transaction History