Financial Advocates Investment Management Vanguard Mid Cap Growth Index Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Financial Advocates Investment Management holds 4,449 shares of VOT stock, worth $1.18 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,449

Previous 9,923 55.16%

Holding current value

$1.18 Million

Previous $2.52 Million 56.77%

% of portfolio

0.08%

Previous 0.15%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$237.72 - $276.98 $1.3 Million - $1.52 Million	-5,474 Reduced 55.16%	4,449 $1.09 Million
Q4 2024 Jan 27, 2025	SELL	$241.48 - $274.89 $1.78 Million - $2.02 Million	-7,352 Reduced 42.56%	9,923 $2.52 Million
Q3 2024 Oct 25, 2024	BUY	$218.05 - $243.47 $1.7 Million - $1.89 Million	7,781 Added 81.96%	17,275 $4.21 Million
Q2 2024 Jul 26, 2024	SELL	$218.75 - $234.97 $70,875 - $76,130	-324 Reduced 3.3%	9,494 $2.18 Million
Q1 2024 May 01, 2024	SELL	$212.21 - $235.79 $124,991 - $138,880	-589 Reduced 5.66%	9,818 $2.31 Million
Q4 2023 Feb 08, 2024	SELL	$180.9 - $221.2 $1.48 Million - $1.81 Million	-8,169 Reduced 43.98%	10,407 $2.29 Million
Q3 2023 Oct 27, 2023	BUY	$191.65 - $213.93 $1.65 Million - $1.84 Million	8,584 Added 85.91%	18,576 $3.62 Million
Q2 2023 Aug 07, 2023	SELL	$186.22 - $205.77 $63,128 - $69,756	-339 Reduced 3.28%	9,992 $2.06 Million
Q1 2023 May 11, 2023	SELL	$177.43 - $203.61 $908,796 - $1.04 Million	-5,122 Reduced 33.15%	10,331 $2.01 Million
Q4 2022 Feb 14, 2023	SELL	$165.84 - $193.83 $371,315 - $433,985	-2,239 Reduced 12.66%	15,453 $2.78 Million
Q3 2022 Nov 14, 2022	BUY	$170.12 - $208.72 $84,379 - $103,525	496 Added 2.88%	17,692 $3.02 Million
Q2 2022 Aug 12, 2022	SELL	$167.96 - $227.2 $26,201 - $35,443	-156 Reduced 0.9%	17,196 $3.02 Million
Q1 2022 May 11, 2022	BUY	$199.76 - $251.37 $88,693 - $111,608	444 Added 2.63%	17,352 $3.87 Million
Q4 2021 Feb 14, 2022	BUY	$234.3 - $265.79 $56,700 - $64,321	242 Added 1.45%	16,908 $4.31 Million
Q3 2021 Nov 04, 2021	BUY	$230.42 - $251.05 $58,987 - $64,268	256 Added 1.56%	16,666 $3.94 Million
Q2 2021 Aug 03, 2021	BUY	$210.91 - $237.31 $139,622 - $157,099	662 Added 4.2%	16,410 $3.88 Million
Q1 2021 May 10, 2021	BUY	$204.75 - $230.34 $248,566 - $279,632	1,214 Added 8.35%	15,748 $3.38 Million
Q4 2020 Feb 12, 2021	BUY	$178.76 - $215.29 $473,714 - $570,518	2,650 Added 22.3%	14,534 $3.1 Million
Q3 2020 Nov 04, 2020	SELL	$166.29 - $188.98 $8,813 - $10,015	-53 Reduced 0.44%	11,884 $2.14 Million
Q2 2020 Aug 14, 2020	SELL	$120.77 - $169.89 $90,335 - $127,077	-748 Reduced 5.9%	11,937 $1.97 Million
Q1 2020 Apr 29, 2020	BUY	$108.51 - $170.49 $75,848 - $119,172	699 Added 5.83%	12,685 $1.61 Million
Q4 2019 Feb 13, 2020	BUY	$144.1 - $159.03 $158,077 - $174,455	1,097 Added 10.07%	11,986 $1.9 Million
Q3 2019 Nov 13, 2019	SELL	$147.12 - $150.91 $1.92 Million - $1.97 Million	-13,065 Reduced 54.54%	10,889 $1.61 Million
Q2 2019 Aug 08, 2019	BUY	N/A	1,124 Added 4.92%	23,954 $3.58 Million
Q1 2019 May 16, 2019	BUY	N/A	376 Added 1.67%	22,830 $3.26 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-56,934 Reduced 71.72%	22,454 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-19,127 Reduced 19.42%	79,388 $0
Q2 2018 Aug 09, 2018	BUY	N/A	2,957 Added 3.09%	98,515 $13.3 Million
Q1 2018 May 11, 2018	BUY	N/A	2,535 Added 2.73%	95,558 $12.4 Million
Q4 2017 Feb 15, 2018	BUY	N/A	93,023	93,023 $11.9 Million

Others Institutions Holding VOT

# of Institutions

1,076

Shares Held

40.4M

Call Options Held

17.9K

Put Options Held

5.2K

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Financial Advocates Investment Management Vanguard Mid Cap Growth Index Transaction History