Beacon Financial Planning’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 | $1.13M | Hold |
3,990
| – | – | 0.63% | 29 |
|
|
2025
Q1 | $976K | Buy |
3,990
+6
| +0.2% | +$1.47K | 0.56% | 30 |
|
|
2024
Q4 | $1.01M | Buy |
3,984
+5
| +0.1% | +$1.27K | 0.59% | 25 |
|
|
2024
Q3 | $969K | Buy |
3,979
+10
| +0.3% | +$2.43K | 0.6% | 22 |
|
|
2024
Q2 | $911K | Hold |
3,969
| – | – | 0.62% | 20 |
|
|
2024
Q1 | $936K | Buy |
3,969
+5
| +0.1% | +$1.18K | 0.65% | 19 |
|
|
2023
Q4 | $870K | Buy |
3,964
+7
| +0.2% | +$1.54K | 0.68% | 14 |
|
|
2023
Q3 | $771K | Buy |
3,957
+5
| +0.1% | +$974 | 0.67% | 15 |
|
|
2023
Q2 | $813K | Buy |
3,952
+6
| +0.2% | +$1.24K | 0.69% | 14 |
|
|
2023
Q1 | $769K | Buy |
3,946
+8
| +0.2% | +$1.56K | 0.72% | 13 |
|
|
2022
Q4 | $708K | Buy |
+3,938
| New | +$708K | 0.73% | 12 |
|