Ownership history in Avior Wealth Management, LLC · 49 quarters on record
This page tracks every 13F SEC filing in which Avior Wealth Management, LLC reported a position in VANGUARD MID CAP GROWTH ETF (VOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 349,157 | +5,566 | +1.6% | 3.04% | $97.4M | $279.14 |
| 2025 Q3 | REDUCED | 343,591 | -12,665 | -3.6% | 3.25% | $100.9M | $293.29 |
| 2025 Q2 | REDUCED | 356,256 | -3,595 | -1.0% | 3.50% | $101.3M | $283.49 |
| 2025 Q1 | ADDED | 359,851 | +1,160 | +0.3% | 3.34% | $88.0M | $243.49 |
| 2024 Q4 | ADDED | 358,691 | +54,085 | +17.8% | 3.33% | $91.0M | $252.11 |
| 2024 Q3 | ADDED | 304,606 | +9,883 | +3.4% | 2.95% | $74.1M | $241.42 |
| 2024 Q2 | ADDED | 294,723 | +37,965 | +14.8% | 2.91% | $67.6M | $227.25 |
| 2024 Q1 | ADDED | 256,758 | +12,179 | +5.0% | 2.81% | $60.5M | $233.03 |
| 2023 Q4 | ADDED | 244,579 | +6,620 | +2.8% | 3.25% | $53.7M | $216.62 |
| 2023 Q3 | ADDED | 237,959 | +5,636 | +2.4% | 3.13% | $46.3M | $191.65 |
As of 2025 Q4 — sorted by position size