Addison Advisors’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 | $10.6M | Buy |
37,114
+279
| +0.8% | +$79.3K | 2.63% | 8 |
|
|
2025
Q1 | $9.01M | Buy |
36,835
+808
| +2% | +$198K | 2.46% | 9 |
|
|
2024
Q4 | $9.14M | Buy |
36,027
+164
| +0.5% | +$41.6K | 2.54% | 8 |
|
|
2024
Q3 | $8.73M | Buy |
35,863
+3,409
| +11% | +$830K | 2.43% | 8 |
|
|
2024
Q2 | $7.45M | Buy |
32,454
+2,971
| +10% | +$682K | 2.4% | 7 |
|
|
2024
Q1 | $6.95M | Buy |
29,483
+26,677
| +951% | +$6.29M | 2.39% | 8 |
|
|
2023
Q4 | $616K | Hold |
2,806
| – | – | 0.24% | 76 |
|
|
2023
Q3 | $547K | Sell |
2,806
-35
| -1% | -$6.82K | 0.25% | 77 |
|
|
2023
Q2 | $585K | Sell |
2,841
-35
| -1% | -$7.2K | 0.29% | 69 |
|
|
2023
Q1 | $561K | Sell |
2,876
-52
| -2% | -$10.1K | 0.31% | 69 |
|
|
2022
Q4 | $526K | Sell |
2,928
-405
| -12% | -$72.8K | 0.32% | 66 |
|
|
2022
Q3 | $568K | Sell |
3,333
-587
| -15% | -$100K | 0.35% | 57 |
|
|
2022
Q2 | $687K | Sell |
3,920
-614
| -14% | -$108K | 0.42% | 53 |
|
|
2022
Q1 | $1.01M | Buy |
4,534
+1,711
| +61% | +$381K | 0.55% | 39 |
|
|
2021
Q4 | $719K | Buy |
2,823
+115
| +4% | +$29.3K | 0.44% | 47 |
|
|
2021
Q3 | $640K | Buy |
2,708
+270
| +11% | +$63.8K | 0.51% | 38 |
|
|
2021
Q2 | $576K | Buy |
+2,438
| New | +$576K | 0.47% | 41 |
|
|
2020
Q4 | $442K | Buy |
+2,083
| New | +$442K | 0.42% | 46 |
|