Sea Crest Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History

Sea Crest Wealth Management, LLC

$852 Million
Q1 2025

A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 1,856 shares of VOT stock, worth $497,890. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,856

Previous 3,729 50.23%

Holding current value

$497,890

Previous $946,000 52.11%

% of portfolio

0.05%

Previous 0.1%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$237.72 - $276.98 $445,249 - $518,783	-1,873 Reduced 50.23%	1,856 $453,000
Q4 2024 Jan 14, 2025	SELL	$241.48 - $274.89 $20,525 - $23,365	-85 Reduced 2.23%	3,729 $946,000
Q3 2024 Oct 16, 2024	BUY	$218.05 - $243.47 $4,797 - $5,356	22 Added 0.58%	3,814 $928,000
Q2 2024 Jul 19, 2024	BUY	$218.75 - $234.97 $1,750 - $1,879	8 Added 0.21%	3,792 $870,000
Q1 2024 Apr 18, 2024	BUY	$212.21 - $235.79 $1,061 - $1,178	5 Added 0.13%	3,784 $892,000
Q4 2023 Jan 18, 2024	SELL	$180.9 - $221.2 $62,048 - $75,871	-343 Reduced 8.32%	3,779 $829,000
Q3 2023 Oct 12, 2023	BUY	$191.65 - $213.93 $20,314 - $22,676	106 Added 2.64%	4,122 $802,000
Q2 2023 Jul 14, 2023	SELL	$186.22 - $205.77 $4,655 - $5,144	-25 Reduced 0.62%	4,016 $826,000
Q1 2023 May 11, 2023	BUY	$177.43 - $203.61 $1,596 - $1,832	9 Added 0.22%	4,041 $787,000
Q4 2022 Feb 14, 2023	BUY	$165.84 - $193.83 $23,051 - $26,942	139 Added 3.57%	4,032 $724,000
Q3 2022 Nov 14, 2022	SELL	$170.12 - $208.72 $4,593 - $5,635	-27 Reduced 0.69%	3,893 $664,000
Q2 2022 Aug 09, 2022	BUY	$167.96 - $227.2 $98,424 - $133,139	586 Added 17.58%	3,920 $688,000
Q1 2022 May 16, 2022	BUY	$199.76 - $251.37 $34,958 - $43,989	175 Added 5.54%	3,334 $743,000
Q4 2021 Feb 11, 2022	BUY	$234.3 - $265.79 $126,053 - $142,995	538 Added 20.53%	3,159 $804,000
Q3 2021 Nov 16, 2021	BUY	$230.42 - $251.05 $126,500 - $137,826	549 Added 26.5%	2,621 $619,000
Q2 2021 Aug 12, 2021	BUY	$210.91 - $237.31 $421 - $474	2 Added 0.1%	2,072 $490,000
Q1 2021 May 17, 2021	BUY	$204.75 - $230.34 $11,466 - $12,899	56 Added 2.78%	2,070 $444,000
Q4 2020 Feb 09, 2021	BUY	$178.76 - $215.29 $1,072 - $1,291	6 Added 0.3%	2,014 $427,000
Q3 2020 Nov 12, 2020	BUY	$166.29 - $188.98 $2,494 - $2,834	15 Added 0.75%	2,008 $362,000
Q1 2020 May 13, 2020	BUY	$108.51 - $170.49 $4,557 - $7,160	42 Added 2.15%	1,993 $253,000
Q4 2019 Jan 22, 2020	BUY	$144.1 - $159.03 $576 - $636	4 Added 0.21%	1,951 $310,000
Q3 2019 Oct 15, 2019	BUY	$147.12 - $150.91 $294 - $301	2 Added 0.1%	1,947 $288,000
Q2 2019 Jul 19, 2019	SELL	N/A	-18 Reduced 0.92%	1,945 $290,000
Q4 2018 Feb 13, 2019	SELL	N/A	-167 Reduced 7.84%	1,963 $235,000
Q3 2018 Nov 14, 2018	BUY	N/A	30 Added 1.43%	2,130 $304,000
Q2 2018 Aug 03, 2018	BUY	N/A	73 Added 3.6%	2,100 $282,000
Q1 2018 Apr 20, 2018	BUY	N/A	3 Added 0.15%	2,027 $263,000
Q4 2017 Feb 02, 2018	BUY	N/A	2,024	2,024 $258,000

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

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 Sea Crest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Account

Sea Crest Wealth Management, LLC Vanguard Mid Cap Growth Index Transaction History