SEIA
Signature Estate & Investment Advisors’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 | $1.64M | Sell |
5,781
-493
| -8% | -$140K | 0.04% | 177 |
|
2025
Q1 | $1.53M | Sell |
6,274
-1,753
| -22% | -$429K | 0.04% | 173 |
|
2024
Q4 | $2.04M | Buy |
8,027
+20
| +0.2% | +$5.08K | 0.05% | 130 |
|
2024
Q3 | $1.95M | Sell |
8,007
-240
| -3% | -$58.4K | 0.05% | 130 |
|
2024
Q2 | $1.89M | Buy |
8,247
+3,033
| +58% | +$696K | 0.05% | 137 |
|
2024
Q1 | $1.23M | Sell |
5,214
-1,128
| -18% | -$266K | 0.03% | 85 |
|
2023
Q4 | $1.39M | Sell |
6,342
-269
| -4% | -$59.1K | 0.04% | 89 |
|
2023
Q3 | $1.29M | Sell |
6,611
-266
| -4% | -$51.8K | 0.04% | 82 |
|
2023
Q2 | $1.42M | Buy |
6,877
+431
| +7% | +$88.7K | 0.05% | 85 |
|
2023
Q1 | $1.26M | Sell |
6,446
-344
| -5% | -$67.1K | 0.04% | 86 |
|
2022
Q4 | $1.22M | Sell |
6,790
-181
| -3% | -$32.5K | 0.04% | 91 |
|
2022
Q3 | $1.19M | Sell |
6,971
-157
| -2% | -$26.8K | 0.06% | 83 |
|
2022
Q2 | $1.25M | Sell |
7,128
-9
| -0.1% | -$1.58K | 0.06% | 81 |
|
2022
Q1 | $1.59M | Sell |
7,137
-401
| -5% | -$89.3K | 0.07% | 75 |
|
2021
Q4 | $1.92M | Sell |
7,538
-221
| -3% | -$56.3K | 0.09% | 74 |
|
2021
Q3 | $1.83M | Sell |
7,759
-585
| -7% | -$138K | 0.09% | 72 |
|
2021
Q2 | $1.97M | Sell |
8,344
-743
| -8% | -$176K | 0.09% | 67 |
|
2021
Q1 | $1.95M | Sell |
9,087
-18
| -0.2% | -$3.86K | 0.09% | 68 |
|
2020
Q4 | $1.93M | Sell |
9,105
-1,104
| -11% | -$234K | 0.1% | 64 |
|
2020
Q3 | $1.84M | Sell |
10,209
-824
| -7% | -$148K | 0.11% | 65 |
|
2020
Q2 | $1.82M | Sell |
11,033
-3,208
| -23% | -$529K | 0.13% | 61 |
|
2020
Q1 | $1.8M | Sell |
14,241
-3,656
| -20% | -$463K | 0.14% | 64 |
|
2019
Q4 | $2.84M | Sell |
17,897
-1,249
| -7% | -$198K | 0.17% | 65 |
|
2019
Q3 | $2.84M | Sell |
19,146
-472
| -2% | -$69.9K | 0.19% | 63 |
|
2019
Q2 | $2.93M | Buy |
19,618
+137
| +0.7% | +$20.5K | 0.19% | 64 |
|
2019
Q1 | $2.78M | Sell |
19,481
-4,391
| -18% | -$627K | 0.19% | 66 |
|
2018
Q4 | $2.86M | Sell |
23,872
-1,442
| -6% | -$173K | 0.25% | 61 |
|
2018
Q3 | $3.61M | Sell |
25,314
-1,252
| -5% | -$178K | 0.32% | 49 |
|
2018
Q2 | $3.57M | Sell |
26,566
-1,209
| -4% | -$163K | 0.34% | 46 |
|
2018
Q1 | $3.6M | Sell |
27,775
-3,629
| -12% | -$470K | 0.36% | 45 |
|
2017
Q4 | $4.01M | Sell |
31,404
-747
| -2% | -$95.4K | 0.41% | 47 |
|
2017
Q3 | $3.91M | Sell |
32,151
-43,248
| -57% | -$5.26M | 0.44% | 43 |
|
2017
Q2 | $8.87M | Sell |
75,399
-4,773
| -6% | -$562K | 1.05% | 33 |
|
2017
Q1 | $9.06M | Buy |
80,172
+9,154
| +13% | +$1.03M | 1.13% | 32 |
|
2016
Q4 | $7.5M | Sell |
71,018
-12,085
| -15% | -$1.28M | 1.04% | 35 |
|
2016
Q3 | $8.84M | Sell |
83,103
-3,232
| -4% | -$344K | 1.29% | 32 |
|
2016
Q2 | $8.8M | Sell |
86,335
-11,637
| -12% | -$1.19M | 1.41% | 29 |
|
2016
Q1 | $9.82M | Buy |
97,972
+2,067
| +2% | +$207K | 1.61% | 27 |
|
2015
Q4 | $9.56M | Buy |
95,905
+701
| +0.7% | +$69.9K | 1.65% | 26 |
|
2015
Q3 | $9.26M | Buy |
95,204
+7,059
| +8% | +$687K | 1.93% | 25 |
|
2015
Q2 | $9.39M | Buy |
88,145
+5,357
| +6% | +$571K | 2.1% | 24 |
|
2015
Q1 | $8.94M | Sell |
82,788
-4,091
| -5% | -$442K | 2.36% | 23 |
|
2014
Q4 | $8.83M | Buy |
86,879
+1,152
| +1% | +$117K | 2.93% | 8 |
|
2014
Q3 | $8.25M | Buy |
85,727
+7,432
| +9% | +$716K | 2.95% | 8 |
|
2014
Q2 | $7.55M | Buy |
78,295
+11,182
| +17% | +$1.08M | 2.65% | 9 |
|
2014
Q1 | $6.22M | Buy |
67,113
+9,595
| +17% | +$889K | 2.43% | 11 |
|
2013
Q4 | $5.19M | Buy |
57,518
+8,424
| +17% | +$760K | 2.57% | 12 |
|
2013
Q3 | $4.18M | Buy |
49,094
+9,008
| +22% | +$768K | 2.41% | 17 |
|
2013
Q2 | $3.13M | Buy |
+40,086
| New | +$3.13M | 2.25% | 17 |
|