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 |
|