Belpointe Asset 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 | $17.3M | Buy |
60,970
+50,210
| +467% | +$14.3M | 0.72% | 26 |
|
2025
Q1 | $2.63M | Buy |
10,760
+5,683
| +112% | +$1.39M | 0.14% | 142 |
|
2024
Q4 | $1.21M | Buy |
5,077
+850
| +20% | +$202K | 0.07% | 267 |
|
2024
Q3 | $1.03M | Buy |
4,227
+185
| +5% | +$45K | 0.06% | 304 |
|
2024
Q2 | $928K | Buy |
4,042
+939
| +30% | +$216K | 0.06% | 291 |
|
2024
Q1 | $732K | Buy |
3,103
+111
| +4% | +$26.2K | 0.05% | 348 |
|
2023
Q4 | $657K | Buy |
+2,992
| New | +$657K | 0.06% | 296 |
|
2023
Q2 | – | Sell |
-1,677
| Closed | -$327K | – | 3317 |
|
2023
Q1 | $327K | Sell |
1,677
-41
| -2% | -$7.99K | 0.02% | 710 |
|
2022
Q4 | $309K | Buy |
1,718
+569
| +50% | +$102K | 0.02% | 719 |
|
2022
Q3 | $196K | Buy |
1,149
+3
| +0.3% | +$512 | 0.01% | 848 |
|
2022
Q2 | $201K | Sell |
1,146
-114
| -9% | -$20K | 0.01% | 823 |
|
2022
Q1 | $281K | Sell |
1,260
-891
| -41% | -$199K | 0.02% | 760 |
|
2021
Q4 | $548K | Buy |
2,151
+74
| +4% | +$18.9K | 0.03% | 489 |
|
2021
Q3 | $491K | Buy |
2,077
+828
| +66% | +$196K | 0.03% | 512 |
|
2021
Q2 | $295K | Buy |
1,249
+418
| +50% | +$98.7K | 0.02% | 677 |
|
2021
Q1 | $179K | Buy |
831
+135
| +19% | +$29.1K | 0.02% | 799 |
|
2020
Q4 | $148K | Sell |
696
-201
| -22% | -$42.7K | 0.01% | 806 |
|
2020
Q3 | $162K | Buy |
897
+256
| +40% | +$46.2K | 0.02% | 616 |
|
2020
Q2 | $106K | Buy |
+641
| New | +$106K | 0.01% | 709 |
|
2020
Q1 | – | Sell |
-798
| Closed | -$127K | – | 796 |
|
2019
Q4 | $127K | Sell |
798
-219
| -22% | -$34.9K | 0.02% | 693 |
|
2019
Q3 | $151K | Sell |
1,017
-263
| -21% | -$39K | 0.02% | 552 |
|
2019
Q2 | $191K | Buy |
+1,280
| New | +$191K | 0.04% | 426 |
|
2019
Q1 | – | Sell |
-3,197
| Closed | -$383K | – | 583 |
|
2018
Q4 | $383K | Sell |
3,197
-319
| -9% | -$38.2K | 0.1% | 227 |
|
2018
Q3 | $501K | Buy |
3,516
+580
| +20% | +$82.6K | 0.08% | 264 |
|
2018
Q2 | $395K | Hold |
2,936
| – | – | 0.11% | 211 |
|
2018
Q1 | $381K | Sell |
2,936
-96
| -3% | -$12.5K | 0.11% | 211 |
|
2017
Q4 | $387K | Sell |
3,032
-95
| -3% | -$12.1K | 0.08% | 286 |
|
2017
Q3 | $381K | Buy |
+3,127
| New | +$381K | 0.09% | 264 |
|