BKM Wealth 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 | $1.09M | Buy |
3,821
+68
| +2% | +$19.3K | 0.42% | 65 |
|
|
2025
Q1 | $918K | Buy |
3,753
+261
| +7% | +$63.9K | 0.38% | 67 |
|
|
2024
Q4 | $886K | Sell |
3,492
-133
| -4% | -$33.8K | 0.36% | 71 |
|
|
2024
Q3 | $883K | Buy |
3,625
+198
| +6% | +$48.2K | 0.36% | 76 |
|
|
2024
Q2 | $787K | Buy |
3,427
+312
| +10% | +$71.6K | 0.38% | 78 |
|
|
2024
Q1 | $735K | Buy |
3,115
+84
| +3% | +$19.8K | 0.32% | 83 |
|
|
2023
Q4 | $666K | Buy |
+3,031
| New | +$666K | 0.28% | 84 |
|