Black Diamond Financial’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 | $17M | Sell |
59,732
-6,857
| -10% | -$1.95M | 2.64% | 10 |
|
2025
Q1 | $16.3M | Buy |
66,589
+1,126
| +2% | +$275K | 2.45% | 12 |
|
2024
Q4 | $16.6M | Buy |
65,463
+3,112
| +5% | +$790K | 2.49% | 11 |
|
2024
Q3 | $15.2M | Buy |
62,351
+9,133
| +17% | +$2.23M | 2.58% | 11 |
|
2024
Q2 | $12.2M | Buy |
53,218
+8,400
| +19% | +$1.93M | 2.36% | 11 |
|
2024
Q1 | $9.84M | Hold |
44,818
| – | – | 2.66% | 10 |
|
2023
Q4 | $9.84M | Buy |
44,818
+1,017
| +2% | +$223K | 2.66% | 10 |
|
2023
Q3 | $8.53M | Buy |
43,801
+910
| +2% | +$177K | 2.63% | 9 |
|
2023
Q2 | $8.83M | Buy |
42,891
+3,220
| +8% | +$663K | 2.61% | 10 |
|
2023
Q1 | $7.73M | Buy |
39,671
+4,822
| +14% | +$940K | 2.54% | 10 |
|
2022
Q4 | $6.26M | Buy |
34,849
+5,648
| +19% | +$1.02M | 2.26% | 13 |
|
2022
Q3 | $4.98M | Buy |
29,201
+6,429
| +28% | +$1.1M | 2.01% | 15 |
|
2022
Q2 | $4.03M | Sell |
22,772
-1,514
| -6% | -$268K | 1.59% | 19 |
|
2022
Q1 | $5.41M | Buy |
24,286
+12,384
| +104% | +$2.76M | 1.71% | 16 |
|
2021
Q4 | $3.03M | Buy |
11,902
+2,989
| +34% | +$761K | 1.02% | 22 |
|
2021
Q3 | $2.11M | Sell |
8,913
-269
| -3% | -$63.6K | 1.01% | 23 |
|
2021
Q2 | $2.18M | Buy |
9,182
+112
| +1% | +$26.6K | 0.85% | 25 |
|
2021
Q1 | $1.95M | Sell |
9,070
-62
| -0.7% | -$13.3K | 0.83% | 26 |
|
2020
Q4 | $1.94M | Sell |
9,132
-238
| -3% | -$50.5K | 0.89% | 26 |
|
2020
Q3 | $1.69M | Sell |
9,370
-300
| -3% | -$54K | 0.95% | 23 |
|
2020
Q2 | $1.6M | Sell |
9,670
-1,038
| -10% | -$171K | 1.04% | 23 |
|
2020
Q1 | $1.36M | Buy |
10,708
+1,533
| +17% | +$194K | 1.03% | 25 |
|
2019
Q4 | $1.46M | Sell |
9,175
-1,264
| -12% | -$201K | 1.06% | 29 |
|
2019
Q3 | $1.55M | Buy |
10,439
+1,360
| +15% | +$201K | 1.14% | 26 |
|
2019
Q2 | $1.36M | Sell |
9,079
-310
| -3% | -$46.3K | 1.16% | 27 |
|
2019
Q1 | $1.34M | Sell |
9,389
-1,510
| -14% | -$216K | 1.2% | 26 |
|
2018
Q4 | $1.29M | Buy |
+10,899
| New | +$1.29M | 1.02% | 27 |
|