Avantax Planning Partners’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 | $13.9M | Buy |
48,897
+19,126
| +64% | +$5.44M | 0.44% | 41 |
|
|
2025
Q1 | $7.28M | Buy |
29,771
+5,304
| +22% | +$1.3M | 0.26% | 71 |
|
|
2024
Q4 | $6.21M | Sell |
24,467
-741
| -3% | -$188K | 0.22% | 72 |
|
|
2024
Q3 | $6.14M | Sell |
25,208
-7,462
| -23% | -$1.82M | 0.22% | 75 |
|
|
2024
Q2 | $7.5M | Sell |
32,670
-1,517
| -4% | -$348K | 0.24% | 69 |
|
|
2024
Q1 | $8.06M | Sell |
34,187
-2,422
| -7% | -$571K | 0.26% | 66 |
|
|
2023
Q4 | $8.04M | Sell |
36,609
-4,622
| -11% | -$1.01M | 0.31% | 43 |
|
|
2023
Q3 | $8.03M | Buy |
41,231
+3,070
| +8% | +$598K | 0.34% | 37 |
|
|
2023
Q2 | $7.85M | Sell |
38,161
-335
| -0.9% | -$68.9K | 0.31% | 36 |
|
|
2023
Q1 | $7.5M | Buy |
38,496
+319
| +0.8% | +$62.2K | 0.3% | 38 |
|
|
2022
Q4 | $6.86M | Buy |
38,177
+2,088
| +6% | +$375K | 0.27% | 46 |
|
|
2022
Q3 | $6.16M | Sell |
36,089
-2,955
| -8% | -$504K | 0.28% | 44 |
|
|
2022
Q2 | $6.85M | Buy |
39,044
+33,126
| +560% | +$5.81M | 0.29% | 41 |
|
|
2022
Q1 | $1.32M | Buy |
+5,918
| New | +$1.32M | 0.05% | 131 |
|
|
2018
Q4 | – | Sell |
-41
| Closed | -$6K | – | 1168 |
|
|
2018
Q3 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 1058 |
|
|
2018
Q2 | – | Sell |
-41
| Closed | -$5K | – | 1442 |
|
|
2018
Q1 | $5K | Buy |
+41
| New | +$5K | ﹤0.01% | 1365 |
|