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