Arete Wealth 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 | $767K | Buy |
2,696
+110
| +4% | +$31.3K | 0.05% | 301 |
|
|
2025
Q1 | $633K | Buy |
2,586
+424
| +20% | +$104K | 0.05% | 327 |
|
|
2024
Q4 | $550K | Hold |
2,162
| – | – | 0.04% | 389 |
|
|
2024
Q3 | $524K | Sell |
2,162
-164
| -7% | -$39.7K | 0.04% | 367 |
|
|
2024
Q2 | $533K | Buy |
+2,326
| New | +$533K | 0.04% | 375 |
|
|
2024
Q1 | – | Sell |
-2,271
| Closed | -$499K | – | 739 |
|
|
2023
Q4 | $499K | Buy |
+2,271
| New | +$499K | 0.04% | 403 |
|
|
2023
Q3 | – | Sell |
-1,903
| Closed | -$391K | – | 731 |
|
|
2023
Q2 | $391K | Buy |
1,903
+523
| +38% | +$107K | 0.03% | 420 |
|
|
2023
Q1 | $269K | Buy |
+1,380
| New | +$269K | 0.02% | 501 |
|
|
2022
Q4 | – | Sell |
-1,295
| Closed | -$221K | – | 714 |
|
|
2022
Q3 | $221K | Sell |
1,295
-52,749
| -98% | -$9M | 0.02% | 495 |
|
|
2022
Q2 | $4.97M | Buy |
+54,044
| New | +$4.97M | 0.5% | 50 |
|