Bogart Wealth LLC’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 | $70.5K | Buy |
248
+133
| +116% | +$37.8K | ﹤0.01% | 377 |
|
2025
Q1 | $28.1K | Buy |
115
+60
| +109% | +$14.7K | ﹤0.01% | 509 |
|
2024
Q4 | $14K | Buy |
55
+10
| +22% | +$2.54K | ﹤0.01% | 654 |
|
2024
Q3 | $11K | Hold |
45
| – | – | ﹤0.01% | 679 |
|
2024
Q2 | $10.3K | Hold |
45
| – | – | ﹤0.01% | 666 |
|
2024
Q1 | $10.6K | Hold |
45
| – | – | ﹤0.01% | 636 |
|
2023
Q4 | $9.88K | Hold |
45
| – | – | ﹤0.01% | 627 |
|
2023
Q3 | $8.77K | Hold |
45
| – | – | ﹤0.01% | 620 |
|
2023
Q2 | $9.26K | Hold |
45
| – | – | ﹤0.01% | 597 |
|
2023
Q1 | $8.77K | Hold |
45
| – | – | ﹤0.01% | 618 |
|
2022
Q4 | $8.09K | Hold |
45
| – | – | ﹤0.01% | 590 |
|
2022
Q3 | $8K | Sell |
45
-202
| -82% | -$35.9K | ﹤0.01% | 610 |
|
2022
Q2 | $43K | Buy |
247
+1
| +0.4% | +$174 | ﹤0.01% | 301 |
|
2022
Q1 | $55K | Sell |
246
-63,830
| -100% | -$14.3M | ﹤0.01% | 263 |
|
2021
Q4 | $16.3M | Buy |
64,076
+64,031
| +142,291% | +$16.3M | 1.47% | 16 |
|
2021
Q3 | $11K | Sell |
45
-60
| -57% | -$14.7K | ﹤0.01% | 455 |
|
2021
Q2 | $25K | Buy |
105
+94
| +855% | +$22.4K | ﹤0.01% | 318 |
|
2021
Q1 | $2K | Hold |
11
| – | – | ﹤0.01% | 574 |
|
2020
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 417 |
|
2020
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 428 |
|
2020
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 402 |
|
2020
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 414 |
|
2019
Q4 | $2K | Hold |
11
| – | – | ﹤0.01% | 371 |
|
2019
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 337 |
|
2019
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 331 |
|
2019
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 338 |
|
2018
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 338 |
|
2018
Q3 | $2K | Hold |
11
| – | – | ﹤0.01% | 310 |
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 335 |
|
2018
Q1 | $1K | Sell |
11
-11
| -50% | -$1K | ﹤0.01% | 337 |
|
2017
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 296 |
|
2017
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 292 |
|
2017
Q2 | – | Sell |
-4,144
| Closed | -$468K | – | 67 |
|
2017
Q1 | $468K | Buy |
+4,144
| New | +$468K | 0.31% | 46 |
|