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 $2.07 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

8,822

Previous 9,355 5.7%

Holding current value

$2.07 Million

Previous $2.37 Million 9.06%

% of portfolio

1.22%

Previous 1.28%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,062

Shares Held

42.3M

Call Options Held

16.8K

Put Options Held

2.7K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

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