BFA
Bragg Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.6M | Buy |
103,948
+945
| +0.9% | +$269K | 1.06% | 18 |
|
|
2025
Q1 | $25.2M | Buy |
103,003
+1,713
| +2% | +$419K | 1.04% | 20 |
|
|
2024
Q4 | $25.7M | Sell |
101,290
-1,882
| -2% | -$478K | 1.04% | 21 |
|
|
2024
Q3 | $25.1M | Buy |
103,172
+2,177
| +2% | +$530K | 1.03% | 21 |
|
|
2024
Q2 | $23.2M | Buy |
100,995
+929
| +0.9% | +$213K | 1.03% | 22 |
|
|
2024
Q1 | $23.6M | Sell |
100,066
-248
| -0.2% | -$58.5K | 1.06% | 22 |
|
|
2023
Q4 | $22M | Buy |
100,314
+1,171
| +1% | +$257K | 1.05% | 19 |
|
|
2023
Q3 | $19.3M | Buy |
99,143
+3,298
| +3% | +$642K | 1.02% | 19 |
|
|
2023
Q2 | $19.7M | Buy |
95,845
+3,264
| +4% | +$672K | 1.08% | 15 |
|
|
2023
Q1 | $18M | Buy |
92,581
+2,307
| +3% | +$450K | 1.06% | 17 |
|
|
2022
Q4 | $16.2M | Buy |
90,274
+2,579
| +3% | +$464K | 0.99% | 22 |
|
|
2022
Q3 | $15M | Buy |
87,695
+3,498
| +4% | +$597K | 1.03% | 17 |
|
|
2022
Q2 | $14.8M | Buy |
84,197
+4,435
| +6% | +$778K | 0.98% | 24 |
|
|
2022
Q1 | $17.8M | Buy |
79,762
+7,274
| +10% | +$1.62M | 1.04% | 22 |
|
|
2021
Q4 | $17.1M | Hold |
72,488
| – | – | 1.1% | 18 |
|
|
2021
Q3 | $17.1M | Buy |
72,488
+922
| +1% | +$218K | 1.1% | 18 |
|
|
2021
Q2 | $16.9M | Buy |
71,566
+1,290
| +2% | +$305K | 1.08% | 20 |
|
|
2021
Q1 | $15.1M | Sell |
70,276
-312
| -0.4% | -$67K | 1.02% | 25 |
|
|
2020
Q4 | $15M | Sell |
70,588
-590
| -0.8% | -$125K | 1.31% | 11 |
|
|
2020
Q3 | $12.8M | Sell |
71,178
-224
| -0.3% | -$40.4K | 1.31% | 12 |
|
|
2020
Q2 | $11.8M | Buy |
71,402
+449
| +0.6% | +$74.1K | 1.31% | 15 |
|
|
2020
Q1 | $8.99M | Buy |
70,953
+3,421
| +5% | +$433K | 1.21% | 23 |
|
|
2019
Q4 | $10.7M | Buy |
67,532
+1,962
| +3% | +$312K | 1.2% | 17 |
|
|
2019
Q3 | $9.71M | Sell |
65,570
-64
| -0.1% | -$9.48K | 1.18% | 19 |
|
|
2019
Q2 | $9.8M | Buy |
65,634
+201
| +0.3% | +$30K | 1.21% | 17 |
|
|
2019
Q1 | $9.34M | Buy |
65,433
+2,145
| +3% | +$306K | 1.21% | 15 |
|
|
2018
Q4 | $7.58M | Buy |
63,288
+5,971
| +10% | +$715K | 1.14% | 21 |
|
|
2018
Q3 | $8.17M | Buy |
57,317
+1,339
| +2% | +$191K | 1.1% | 26 |
|
|
2018
Q2 | $7.52M | Buy |
55,978
+901
| +2% | +$121K | 1.07% | 24 |
|
|
2018
Q1 | $7.14M | Buy |
55,077
+1,837
| +3% | +$238K | 1.04% | 23 |
|
|
2017
Q4 | $6.8M | Buy |
53,240
+1,550
| +3% | +$198K | 0.98% | 29 |
|
|
2017
Q3 | $6.29M | Buy |
51,690
+637
| +1% | +$77.6K | 0.96% | 29 |
|
|
2017
Q2 | $6.01M | Buy |
51,053
+1,400
| +3% | +$165K | 0.95% | 28 |
|
|
2017
Q1 | $5.61M | Sell |
49,653
-1,440
| -3% | -$163K | 0.9% | 29 |
|
|
2016
Q4 | $5.4M | Buy |
51,093
+2,040
| +4% | +$216K | 0.89% | 29 |
|
|
2016
Q3 | $5.22M | Buy |
49,053
+820
| +2% | +$87.2K | 0.93% | 26 |
|
|
2016
Q2 | $4.91M | Buy |
48,233
+1,224
| +3% | +$125K | 0.89% | 32 |
|
|
2016
Q1 | $4.71M | Buy |
47,009
+3,235
| +7% | +$324K | 0.91% | 28 |
|
|
2015
Q4 | $4.37M | Buy |
43,774
+3,017
| +7% | +$301K | 0.94% | 30 |
|
|
2015
Q3 | $3.96M | Buy |
40,757
+14,758
| +57% | +$1.44M | 0.95% | 33 |
|
|
2015
Q2 | $2.77M | Buy |
25,999
+1,545
| +6% | +$165K | 0.63% | 60 |
|
|
2015
Q1 | $2.64M | Buy |
24,454
+776
| +3% | +$83.8K | 0.61% | 63 |
|
|
2014
Q4 | $2.41M | Sell |
23,678
-298
| -1% | -$30.3K | 0.58% | 67 |
|
|
2014
Q3 | $2.31M | Sell |
23,976
-525
| -2% | -$50.5K | 0.58% | 69 |
|
|
2014
Q2 | $2.36M | Sell |
24,501
-398
| -2% | -$38.4K | 0.57% | 69 |
|
|
2014
Q1 | $2.31M | Sell |
24,899
-1,095
| -4% | -$101K | 0.56% | 69 |
|
|
2013
Q4 | $2.35M | Sell |
25,994
-633
| -2% | -$57.1K | 0.57% | 65 |
|
|
2013
Q3 | $2.27M | Sell |
26,627
-927
| -3% | -$79K | 0.59% | 65 |
|
|
2013
Q2 | $2.15M | Buy |
+27,554
| New | +$2.15M | 0.59% | 64 |
|