Bernardo Wealth Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Hold |
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|
2025
Q1 | $665K | Hold |
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|
2024
Q4 | $697K | Hold |
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|
2024
Q3 | $681K | Hold |
|
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $647K | Sell |
|
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $566K | Hold |
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|
2023
Q1 | $536K | Hold |
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|
2022
Q4 | $494K | Hold |
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|
2022
Q3 | $476K | Hold |
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|
2022
Q2 | $482K | Hold |
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|
2022
Q1 | $612K | Hold |
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|
2021
Q4 | $700K | Hold |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $649K | Sell |
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|
2021
Q1 | $605K | Hold |
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|
2020
Q4 | $598K | Hold |
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|
2020
Q3 | $508K | Sell |
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|
2020
Q2 | $483K | Sell |
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|
2020
Q1 | $391K | Hold |
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|
2019
Q4 | $490K | Hold |
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|
2019
Q3 | $457K | Sell |
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|
2019
Q2 | $468K | Sell |
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|
2019
Q1 | $449K | Buy |
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|
2018
Q4 | $361K | Buy |
|