Bishop & Co Investment 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
$555K Buy
1,952
+644
+49% +$183K 0.2% 20
2025
Q1
$320K Sell
1,308
-622
-32% -$152K 0.12% 22
2024
Q4
$490K Sell
1,930
-21
-1% -$5.33K 0.19% 19
2024
Q3
$475K Buy
1,951
+8
+0.4% +$1.95K 0.18% 20
2024
Q2
$446K Sell
1,943
-151
-7% -$34.7K 0.27% 18
2024
Q1
$494K Sell
2,094
-3,539
-63% -$834K 0.2% 19
2023
Q4
$1.24M Buy
+5,633
New +$1.24M 0.52% 19
2023
Q3
Sell
-1,303,759
Closed -$6.34M 18
2023
Q2
$6.34M Buy
1,303,759
+1,298,422
+24,329% +$6.31M 0.28% 19
2023
Q1
$1.04M Sell
5,337
-98
-2% -$19.1K 0.48% 19
2022
Q4
$977K Sell
5,435
-1,510
-22% -$271K 0.47% 19
2022
Q3
$1.18M Sell
6,945
-382
-5% -$65.1K 0.62% 18
2022
Q2
$1.29M Buy
7,327
+5,554
+313% +$974K 0.64% 18
2022
Q1
$395K Hold
1,773
0.17% 19
2021
Q4
$451K Sell
1,773
-14
-0.8% -$3.56K 0.19% 20
2021
Q3
$422K Sell
1,787
-69
-4% -$16.3K 0.21% 20
2021
Q2
$439K Sell
1,856
-850
-31% -$201K 0.22% 20
2021
Q1
$581K Buy
2,706
+98
+4% +$21K 0.3% 19
2020
Q4
$553K Hold
2,608
0.31% 19
2020
Q3
$470K Sell
2,608
-883
-25% -$159K 0.3% 20
2020
Q2
$576K Buy
+3,491
New +$576K 0.39% 18
2019
Q4
Sell
-1,363
Closed -$202K 24
2019
Q3
$202K Hold
1,363
0.15% 25
2019
Q2
$204K Buy
+1,363
New +$204K 0.15% 24