Atria Investments’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 | $3.81M | Buy |
13,382
+1,677
| +14% | +$477K | 0.04% | 478 |
|
|
2025
Q1 | $2.86M | Buy |
11,705
+3,802
| +48% | +$930K | 0.04% | 562 |
|
|
2024
Q4 | $2.01M | Sell |
7,903
-1,831
| -19% | -$465K | 0.03% | 679 |
|
|
2024
Q3 | $2.37M | Sell |
9,734
-185
| -2% | -$45K | 0.03% | 606 |
|
|
2024
Q2 | $2.28M | Buy |
9,919
+539
| +6% | +$124K | 0.03% | 598 |
|
|
2024
Q1 | $2.21M | Buy |
9,380
+140
| +2% | +$33K | 0.03% | 613 |
|
|
2023
Q4 | $2.03M | Buy |
9,240
+136
| +1% | +$29.9K | 0.03% | 591 |
|
|
2023
Q3 | $1.77M | Buy |
+9,104
| New | +$1.77M | 0.03% | 611 |
|
|
2023
Q2 | – | Sell |
-13,538
| Closed | -$2.64M | – | 890 |
|
|
2023
Q1 | $2.64M | Buy |
13,538
+7,027
| +108% | +$1.37M | 0.05% | 443 |
|
|
2022
Q4 | $1.17M | Sell |
6,511
-4,415
| -40% | -$794K | 0.02% | 702 |
|
|
2022
Q3 | $1.86M | Sell |
10,926
-4,024
| -27% | -$686K | 0.04% | 505 |
|
|
2022
Q2 | $2.62M | Sell |
14,950
-52
| -0.3% | -$9.12K | 0.06% | 413 |
|
|
2022
Q1 | $3.34M | Buy |
15,002
+5,355
| +56% | +$1.19M | 0.06% | 397 |
|
|
2021
Q4 | $2.46M | Buy |
9,647
+431
| +5% | +$110K | 0.04% | 480 |
|
|
2021
Q3 | $2.18M | Sell |
9,216
-2,010
| -18% | -$475K | 0.04% | 494 |
|
|
2021
Q2 | $2.65M | Buy |
11,226
+236
| +2% | +$55.8K | 0.05% | 406 |
|
|
2021
Q1 | $2.36M | Sell |
10,990
-4,287
| -28% | -$920K | 0.05% | 400 |
|
|
2020
Q4 | $3.24M | Buy |
15,277
+429
| +3% | +$91K | 0.08% | 277 |
|
|
2020
Q3 | $2.68M | Buy |
14,848
+77
| +0.5% | +$13.9K | 0.08% | 261 |
|
|
2020
Q2 | $2.44M | Buy |
+14,771
| New | +$2.44M | 0.08% | 270 |
|
|
2020
Q1 | – | Sell |
-10,584
| Closed | -$1.68M | – | 1179 |
|
|
2019
Q4 | $1.68M | Buy |
+10,584
| New | +$1.68M | 0.05% | 369 |
|
|
2018
Q1 | – | Sell |
-4,475
| Closed | -$572K | – | 913 |
|
|
2017
Q4 | $572K | Buy |
+4,475
| New | +$572K | 0.03% | 462 |
|