Accel Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$704K Sell
2,475
-175
-7% -$49.8K 0.23% 99
2025
Q1
$648K Hold
2,650
0.23% 100
2024
Q4
$672K Sell
2,650
-38
-1% -$9.64K 0.26% 99
2024
Q3
$654K Hold
2,688
0.24% 106
2024
Q2
$617K Buy
2,688
+2
+0.1% +$459 0.25% 95
2024
Q1
$633K Hold
2,686
0.27% 93
2023
Q4
$590K Sell
2,686
-1,380
-34% -$303K 0.3% 87
2023
Q3
$792K Sell
4,066
-50
-1% -$9.74K 0.44% 66
2023
Q2
$847K Buy
4,116
+1,598
+63% +$329K 0.47% 63
2023
Q1
$491K Sell
2,518
-50
-2% -$9.74K 0.2% 117
2022
Q4
$462K Sell
2,568
-20
-0.8% -$3.6K 0.22% 90
2022
Q3
$472K Sell
2,588
-5
-0.2% -$912 0.25% 88
2022
Q2
$464K Sell
2,593
-8
-0.3% -$1.43K 0.27% 77
2022
Q1
$583K Sell
2,601
-314
-11% -$70.4K 0.3% 72
2021
Q4
$742K Buy
2,915
+36
+1% +$9.16K 0.36% 62
2021
Q3
$680K Buy
2,879
+30
+1% +$7.09K 0.44% 55
2021
Q2
$673K Buy
2,849
+171
+6% +$40.4K 0.45% 53
2021
Q1
$575K Buy
2,678
+91
+4% +$19.5K 0.47% 51
2020
Q4
$549K Buy
+2,587
New +$549K 0.51% 44