Erts Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History

Erts Wealth Advisors, LLC

$529 Million
Q4 2024

A detailed history of Erts Wealth Advisors, LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 110,216 shares of VOT stock, worth $30 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares

110,216

Previous 112,279 1.84%

Holding current value

$30 Million

Previous $27.3 Million 2.31%

% of portfolio

5.28%

Previous 5.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$241.48 - $274.89 $498,173 - $567,098	-2,063 Reduced 1.84%	110,216 $28 Million
Q3 2024 Oct 17, 2024	BUY	$218.05 - $243.47 $780,837 - $871,866	3,581 Added 3.29%	112,279 $27.3 Million
Q2 2024 Jul 18, 2024	BUY	$218.75 - $234.97 $271,687 - $291,832	1,242 Added 1.16%	108,698 $25 Million
Q1 2024 Apr 23, 2024	BUY	$212.21 - $235.79 $5,305 - $5,894	25 Added 0.02%	107,456 $25.3 Million
Q4 2023 Jan 23, 2024	BUY	$180.9 - $221.2 $657,390 - $803,840	3,634 Added 3.5%	107,431 $23.6 Million
Q3 2023 Oct 16, 2023	BUY	$191.65 - $213.93 $18,015 - $20,109	94 Added 0.09%	103,797 $20.2 Million
Q2 2023 Jul 17, 2023	BUY	$186.22 - $205.77 $263,687 - $291,370	1,416 Added 1.38%	103,703 $21.3 Million
Q1 2023 Apr 18, 2023	BUY	$177.43 - $203.61 $133,782 - $153,521	754 Added 0.74%	102,287 $19.9 Million
Q4 2022 Jan 27, 2023	BUY	$165.84 - $193.83 $523,225 - $611,533	3,155 Added 3.21%	101,533 $18.3 Million
Q3 2022 Nov 08, 2022	BUY	$170.12 - $208.72 $204,484 - $250,881	1,202 Added 1.24%	98,378 $16.8 Million
Q2 2022 Aug 08, 2022	BUY	$167.96 - $227.2 $724,411 - $979,913	4,313 Added 4.64%	97,176 $0
Q1 2022 May 11, 2022	BUY	$199.76 - $251.37 $1.46 Million - $1.84 Million	7,306 Added 8.54%	92,863 $20.7 Million
Q4 2021 Feb 15, 2022	BUY	$234.3 - $265.79 $538,421 - $610,785	2,298 Added 2.76%	85,557 $21.9 Million
Q3 2021 Oct 13, 2021	SELL	$230.42 - $251.05 $188,022 - $204,856	-816 Reduced 0.97%	83,259 $19.7 Million
Q2 2021 Aug 11, 2021	SELL	$210.91 - $237.31 $3.7 Million - $4.16 Million	-17,548 Reduced 17.27%	84,075 $19.9 Million
Q1 2021 May 07, 2021	BUY	$204.75 - $230.34 $1.37 Million - $1.54 Million	6,671 Added 7.03%	101,623 $21.8 Million
Q4 2020 Feb 12, 2021	BUY	$178.76 - $215.29 $3.99 Million - $4.8 Million	22,314 Added 30.72%	94,952 $20.1 Million
Q3 2020 Nov 13, 2020	BUY	$166.29 - $188.98 $114,906 - $130,585	691 Added 0.96%	72,638 $13.1 Million
Q2 2020 Aug 14, 2020	BUY	$120.77 - $169.89 $870,751 - $1.22 Million	7,210 Added 11.14%	71,947 $11.9 Million
Q1 2020 May 15, 2020	BUY	$108.51 - $170.49 $7.02 Million - $11 Million	64,737 New	64,737 $8.2 Million

Others Institutions Holding VOT

# of Institutions

990

Shares Held

38.1M

Call Options Held

26.7K

Put Options Held

5.6K

View Full List

About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Erts Wealth Advisors, LLC Vanguard Mid Cap Growth Index Transaction History