Bartlett & Co 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 | $280K | Buy |
982
+329
| +50% | +$93.7K | ﹤0.01% | 402 |
|
|
2025
Q1 | $160K | Hold |
653
| – | – | ﹤0.01% | 471 |
|
|
2024
Q4 | $166K | Hold |
653
| – | – | ﹤0.01% | 471 |
|
|
2024
Q3 | $159K | Buy |
653
+172
| +36% | +$41.9K | ﹤0.01% | 479 |
|
|
2024
Q2 | $111K | Hold |
481
| – | – | ﹤0.01% | 530 |
|
|
2024
Q1 | $113K | Hold |
481
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $106K | Hold |
481
| – | – | ﹤0.01% | 567 |
|
|
2023
Q3 | $93.7K | Hold |
481
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $99K | Hold |
481
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $93.7K | Sell |
481
-21
| -4% | -$4.09K | ﹤0.01% | 474 |
|
|
2022
Q4 | $90.2K | Buy |
502
+21
| +4% | +$3.78K | ﹤0.01% | 485 |
|
|
2022
Q3 | $82K | Hold |
481
| – | – | ﹤0.01% | 485 |
|
|
2022
Q2 | $84.4K | Sell |
481
-55
| -10% | -$9.65K | ﹤0.01% | 491 |
|
|
2022
Q1 | $119K | Buy |
+536
| New | +$119K | ﹤0.01% | 455 |
|
|
2021
Q4 | – | Sell |
-536
| Closed | -$127K | – | 877 |
|
|
2021
Q3 | $127K | Hold |
536
| – | – | ﹤0.01% | 383 |
|
|
2021
Q2 | $127K | Hold |
536
| – | – | ﹤0.01% | 382 |
|
|
2021
Q1 | $115K | Hold |
536
| – | – | ﹤0.01% | 397 |
|
|
2020
Q4 | $114K | Hold |
536
| – | – | ﹤0.01% | 394 |
|
|
2020
Q3 | $96.6K | Buy |
536
+132
| +33% | +$23.8K | ﹤0.01% | 391 |
|
|
2020
Q2 | $66.7K | Hold |
404
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $51.2K | Hold |
404
| – | – | ﹤0.01% | 454 |
|
|
2019
Q4 | $64.1K | Hold |
404
| – | – | ﹤0.01% | 484 |
|
|
2019
Q3 | $59.8K | Buy |
+404
| New | +$59.8K | ﹤0.01% | 495 |
|