Sequoia Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,573 shares of VOT stock, worth $885,782. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,573

Previous 2,840 25.81%

Holding current value

$885,782

Previous $691,000 31.11%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$241.48 - $274.89 $177,004 - $201,494	733 Added 25.81%	3,573 $906,000
Q3 2024 Oct 21, 2024	SELL	$218.05 - $243.47 $654 - $730	-3 Reduced 0.11%	2,840 $691,000
Q2 2024 Jul 15, 2024	BUY	$218.75 - $234.97 $426,781 - $458,426	1,951 Added 218.72%	2,843 $652,000
Q1 2024 Apr 30, 2024	BUY	$212.21 - $235.79 $189,291 - $210,324	892 New	892 $210,000
Q1 2023 Apr 24, 2023	SELL	$177.43 - $203.61 $11,355 - $13,031	-64 Reduced 3.39%	1,824 $355,000
Q4 2022 Jan 17, 2023	BUY	$165.84 - $193.83 $64,843 - $75,787	391 Added 26.12%	1,888 $0
Q3 2022 Oct 26, 2022	SELL	$170.12 - $208.72 $6,804 - $8,348	-40 Reduced 2.6%	1,497 $255,000
Q2 2022 Jul 22, 2022	SELL	$167.96 - $227.2 $49,380 - $66,796	-294 Reduced 16.06%	1,537 $269,000
Q1 2022 May 13, 2022	BUY	$199.76 - $251.37 $1,598 - $2,010	8 Added 0.44%	1,831 $408,000
Q4 2021 Feb 11, 2022	BUY	$234.3 - $265.79 $427,128 - $484,535	1,823 New	1,823 $464,000
Q3 2021 Oct 26, 2021	SELL	$230.42 - $251.05 $294,707 - $321,092	-1,279 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$210.91 - $237.31 $210 - $237	1 Added 0.08%	1,279 $302,000
Q4 2020 Feb 12, 2021	SELL	$178.76 - $215.29 $6,077 - $7,319	-34 Reduced 2.59%	1,278 $271,000
Q3 2020 Oct 23, 2020	BUY	$166.29 - $188.98 $218,172 - $247,941	1,312 New	1,312 $236,000
Q1 2020 May 11, 2020	SELL	$108.51 - $170.49 $160,920 - $252,836	-1,483 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$144.1 - $159.03 $134,445 - $148,374	-933 Reduced 38.62%	1,483 $235,000
Q3 2019 Oct 22, 2019	BUY	$147.12 - $150.91 $355,441 - $364,598	2,416 New	2,416 $358,000

Others Institutions Holding VOT

# of Institutions

1,058

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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Sequoia Financial Advisors, LLC Vanguard Mid Cap Growth Index Transaction History