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 |
|