BWM
BCS Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Hold |
2,447
| – | – | 0.15% | 130 |
|
|
2025
Q1 | $599K | Hold |
2,447
| – | – | 0.15% | 126 |
|
|
2024
Q4 | $621K | Buy |
+2,447
| New | +$621K | 0.15% | 125 |
|
|
2024
Q2 | – | Sell |
-2,707
| Closed | -$638K | – | 230 |
|
|
2024
Q1 | $638K | Hold |
2,707
| – | – | 0.2% | 106 |
|
|
2023
Q4 | $594K | Sell |
2,707
-10
| -0.4% | -$2.19K | 0.22% | 103 |
|
|
2023
Q3 | $529K | Buy |
+2,717
| New | +$529K | 0.22% | 104 |
|
|
2023
Q2 | – | Sell |
-3,135
| Closed | -$611K | – | 172 |
|
|
2023
Q1 | $611K | Hold |
3,135
| – | – | 0.28% | 74 |
|
|
2022
Q4 | $564K | Hold |
3,135
| – | – | 0.24% | 96 |
|
|
2022
Q3 | $535K | Hold |
3,135
| – | – | 0.25% | 95 |
|
|
2022
Q2 | $550K | Hold |
3,135
| – | – | 0.24% | 90 |
|
|
2022
Q1 | $699K | Hold |
3,135
| – | – | 0.29% | 83 |
|
|
2021
Q4 | $798K | Hold |
3,135
| – | – | 0.29% | 79 |
|
|
2021
Q3 | $741K | Buy |
+3,135
| New | +$741K | 0.31% | 71 |
|
|
2021
Q2 | – | Sell |
-3,135
| Closed | -$673K | – | 168 |
|
|
2021
Q1 | $673K | Hold |
3,135
| – | – | 0.32% | 66 |
|
|
2020
Q4 | $665K | Hold |
3,135
| – | – | 0.35% | 62 |
|
|
2020
Q3 | $565K | Hold |
3,135
| – | – | 0.32% | 64 |
|
|
2020
Q2 | $518K | Hold |
3,135
| – | – | 0.31% | 65 |
|
|
2020
Q1 | $397K | Hold |
3,135
| – | – | 0.28% | 68 |
|
|
2019
Q4 | $498K | Buy |
+3,135
| New | +$498K | 0.33% | 57 |
|