AE 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 | $1.89M | Sell |
6,647
-2,896
| -30% | -$824K | 0.01% | 551 |
|
|
2025
Q1 | $2.33M | Sell |
9,543
-2,924
| -23% | -$715K | 0.02% | 491 |
|
|
2024
Q4 | $3.16M | Buy |
12,467
+5,429
| +77% | +$1.38M | 0.03% | 437 |
|
|
2024
Q3 | $1.71M | Sell |
7,038
-778
| -10% | -$189K | 0.02% | 573 |
|
|
2024
Q2 | $1.79M | Sell |
7,816
-375
| -5% | -$86.1K | 0.02% | 545 |
|
|
2024
Q1 | $1.93M | Sell |
8,191
-8,428
| -51% | -$1.99M | 0.02% | 497 |
|
|
2023
Q4 | $3.62M | Buy |
16,619
+3,032
| +22% | +$661K | 0.02% | 696 |
|
|
2023
Q3 | $2.65M | Buy |
13,587
+1,467
| +12% | +$286K | 0.02% | 750 |
|
|
2023
Q2 | $2.49M | Sell |
12,120
-1,344
| -10% | -$277K | 0.02% | 772 |
|
|
2023
Q1 | $2.62M | Sell |
13,464
-2,745
| -17% | -$535K | 0.02% | 700 |
|
|
2022
Q4 | $2.91M | Sell |
16,209
-16,679
| -51% | -$3M | 0.02% | 623 |
|
|
2022
Q3 | $5.61M | Sell |
32,888
-2,022
| -6% | -$345K | 0.04% | 408 |
|
|
2022
Q2 | $6.12M | Sell |
34,910
-39,163
| -53% | -$6.87M | 0.05% | 375 |
|
|
2022
Q1 | $16.5M | Sell |
74,073
-6,401
| -8% | -$1.43M | 0.11% | 180 |
|
|
2021
Q4 | $20.5M | Buy |
80,474
+2,833
| +4% | +$721K | 0.14% | 150 |
|
|
2021
Q3 | $18.3M | Sell |
77,641
-193,327
| -71% | -$45.7M | 0.15% | 147 |
|
|
2021
Q2 | $64M | Buy |
270,968
+18,323
| +7% | +$4.33M | 0.56% | 31 |
|
|
2021
Q1 | $54.2M | Buy |
252,645
+44,298
| +21% | +$9.51M | 0.55% | 34 |
|
|
2020
Q4 | $44.2M | Buy |
208,347
+170,846
| +456% | +$36.2M | 0.5% | 38 |
|
|
2020
Q3 | $6.76M | Buy |
37,501
+3,863
| +11% | +$696K | 0.1% | 188 |
|
|
2020
Q2 | $5.55M | Buy |
33,638
+4,925
| +17% | +$813K | 0.09% | 208 |
|
|
2020
Q1 | $3.64M | Sell |
28,713
-1,691
| -6% | -$214K | 0.08% | 213 |
|
|
2019
Q4 | $4.83M | Sell |
30,404
-1,592
| -5% | -$253K | 0.1% | 181 |
|
|
2019
Q3 | $4.74M | Buy |
31,996
+2,237
| +8% | +$331K | 0.14% | 149 |
|
|
2019
Q2 | $4.44M | Buy |
29,759
+18,177
| +157% | +$2.71M | 0.13% | 135 |
|
|
2019
Q1 | $1.65M | Buy |
11,582
+8,863
| +326% | +$1.27M | 0.11% | 155 |
|
|
2018
Q4 | $325K | Sell |
2,719
-16,096
| -86% | -$1.92M | 0.06% | 331 |
|
|
2018
Q3 | $2.68M | Buy |
18,815
+2,676
| +17% | +$381K | 0.15% | 111 |
|
|
2018
Q2 | $2.17M | Buy |
16,139
+12,498
| +343% | +$1.68M | 0.15% | 95 |
|
|
2018
Q1 | $472K | Buy |
3,641
+1,077
| +42% | +$140K | 0.04% | 260 |
|
|
2017
Q4 | $327K | Sell |
2,564
-11
| -0.4% | -$1.4K | 0.03% | 299 |
|
|
2017
Q3 | $314K | Buy |
+2,575
| New | +$314K | 0.03% | 300 |
|