Aviso 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 | $790K | Hold |
2,777
| – | – | 0.37% | 66 |
|
|
2025
Q1 | $679K | Sell |
2,777
-181
| -6% | -$44.3K | 0.36% | 73 |
|
|
2024
Q4 | $751K | Hold |
2,958
| – | – | 0.38% | 69 |
|
|
2024
Q3 | $720K | Hold |
2,958
| – | – | 0.39% | 69 |
|
|
2024
Q2 | $679K | Hold |
2,958
| – | – | 0.4% | 64 |
|
|
2024
Q1 | $697K | Hold |
2,958
| – | – | 0.44% | 58 |
|
|
2023
Q4 | $649K | Buy |
+2,958
| New | +$649K | 0.47% | 55 |
|