Aveo Capital 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
Q1 | – | Sell |
-7,300
| Closed | -$1.85M | – | 340 |
|
2024
Q4 | $1.85M | Buy |
7,300
+478
| +7% | +$121K | 0.2% | 93 |
|
2024
Q3 | $1.66M | Buy |
6,822
+1,443
| +27% | +$351K | 0.18% | 98 |
|
2024
Q2 | $1.23M | Buy |
5,379
+445
| +9% | +$102K | 0.14% | 113 |
|
2024
Q1 | $1.12M | Buy |
4,934
+3,690
| +297% | +$839K | 0.12% | 132 |
|
2023
Q4 | $273K | Buy |
1,244
+83
| +7% | +$18.2K | 0.03% | 282 |
|
2023
Q3 | $226K | Sell |
1,161
-9
| -0.8% | -$1.75K | 0.03% | 308 |
|
2023
Q2 | $241K | Sell |
1,170
-32
| -3% | -$6.59K | 0.03% | 303 |
|
2023
Q1 | $234K | Sell |
1,202
-56
| -4% | -$10.9K | 0.03% | 298 |
|
2022
Q4 | $226K | Sell |
1,258
-5
| -0.4% | -$899 | 0.03% | 296 |
|
2022
Q3 | $215K | Sell |
1,263
-50
| -4% | -$8.51K | 0.04% | 252 |
|
2022
Q2 | $230K | Buy |
1,313
+104
| +9% | +$18.2K | 0.04% | 245 |
|
2022
Q1 | $269K | Sell |
1,209
-19
| -2% | -$4.23K | 0.05% | 232 |
|
2021
Q4 | $313K | Sell |
1,228
-34
| -3% | -$8.67K | 0.06% | 217 |
|
2021
Q3 | $298K | Sell |
1,262
-140
| -10% | -$33.1K | 0.06% | 207 |
|
2021
Q2 | $331K | Buy |
1,402
+26
| +2% | +$6.14K | 0.07% | 203 |
|
2021
Q1 | $295K | Buy |
+1,376
| New | +$295K | 0.07% | 195 |
|
2020
Q4 | – | Sell |
-1,473
| Closed | -$265K | – | 178 |
|
2020
Q3 | $265K | Buy |
+1,473
| New | +$265K | 0.1% | 164 |
|