Bridgewealth Advisory Group’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 | $702K | Buy |
+2,467
| New | +$702K | 0.18% | 56 |
|
|
2025
Q1 | – | Sell |
-2,467
| Closed | -$675K | – | 111 |
|
|
2024
Q4 | $675K | Hold |
2,467
| – | – | 0.19% | 54 |
|
|
2024
Q3 | $601K | Buy |
2,467
+244
| +11% | +$59.4K | 0.22% | 49 |
|
|
2024
Q2 | $510K | Hold |
2,223
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $524K | Sell |
2,223
-235
| -10% | -$55.4K | 0.26% | 47 |
|
|
2023
Q4 | $540K | Hold |
2,458
| – | – | 0.41% | 39 |
|
|
2023
Q3 | $479K | Buy |
2,458
+85
| +4% | +$16.6K | 0.59% | 34 |
|
|
2023
Q2 | $488K | Hold |
2,373
| – | – | 0.79% | 27 |
|
|
2023
Q1 | $462K | Hold |
2,373
| – | – | 0.85% | 26 |
|
|
2022
Q4 | $427K | Buy |
+2,373
| New | +$427K | 0.84% | 26 |
|