Clearstead Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Clearstead Advisors, LLC

$6.44 Billion
Q4 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 13,806 shares of VOT stock, worth $3.62 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

13,806

Previous 17,993 23.27%

Holding current value

$3.62 Million

Previous $4.38 Million 20.02%

% of portfolio

0.05%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$241.48 - $274.89 $1.01 Million - $1.15 Million	-4,187 Reduced 23.27%	13,806 $3.5 Million
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

1,053

Shares Held

43M

Call Options Held

16.8K

Put Options Held

2.7K

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About VANGUARD MID-CAP GROWTH INDEX

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Clearstead Advisors, LLC Vanguard Mid Cap Growth Index Transaction History