CSIA
Carl Stuart Investment Advisor’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Sell |
8,692
-130
| -1% | -$37K | 1.27% | 6 |
|
|
2025
Q1 | $2.16M | Sell |
8,822
-533
| -6% | -$130K | 1.22% | 6 |
|
|
2024
Q4 | $2.37M | Sell |
9,355
-390
| -4% | -$99K | 1.27% | 7 |
|
|
2024
Q3 | $2.37M | Sell |
9,745
-803
| -8% | -$196K | 1.33% | 6 |
|
|
2024
Q2 | $2.42M | Sell |
10,548
-881
| -8% | -$202K | 1.51% | 6 |
|
|
2024
Q1 | $2.69M | Sell |
11,429
-1,022
| -8% | -$241K | 1.75% | 6 |
|
|
2023
Q4 | $2.73M | Sell |
12,451
-420
| -3% | -$92.2K | 1.84% | 5 |
|
|
2023
Q3 | $2.49M | Sell |
12,871
-118
| -0.9% | -$22.8K | 2% | 5 |
|
|
2023
Q2 | $2.67M | Sell |
12,989
-53
| -0.4% | -$10.9K | 2.05% | 5 |
|
|
2023
Q1 | $9.4M | Sell |
13,042
-658
| -5% | -$474K | 9% | 6 |
|
|
2022
Q4 | $2.46M | Sell |
13,700
-2,132
| -13% | -$383K | 2.28% | 5 |
|
|
2022
Q3 | $2.88M | Sell |
15,832
-1,115
| -7% | -$203K | 2.55% | 5 |
|
|
2022
Q2 | $3.11M | Sell |
16,947
-772
| -4% | -$142K | 2.71% | 5 |
|
|
2022
Q1 | $39.5M | Sell |
17,719
-4,090
| -19% | -$9.11M | 2.87% | 5 |
|
|
2021
Q4 | $5.55M | Buy |
+21,809
| New | +$5.55M | 4.03% | 5 |
|