Brio Consultants’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 | $230K | Sell |
810
-134
| -14% | -$38.1K | 0.03% | 120 |
|
|
2025
Q1 | $231K | Buy |
944
+116
| +14% | +$28.4K | 0.04% | 108 |
|
|
2024
Q4 | $210K | Hold |
828
| – | – | 0.03% | 107 |
|
|
2024
Q3 | $202K | Buy |
+828
| New | +$202K | 0.03% | 104 |
|
|
2023
Q4 | – | Sell |
-1,031
| Closed | -$201K | – | 105 |
|
|
2023
Q3 | $201K | Buy |
+1,031
| New | +$201K | 0.04% | 95 |
|
|
2022
Q1 | – | Sell |
-953
| Closed | -$243K | – | 80 |
|
|
2021
Q4 | $243K | Sell |
953
-7,810
| -89% | -$1.99M | 0.06% | 65 |
|
|
2021
Q3 | $2.07M | Sell |
8,763
-9
| -0.1% | -$2.13K | 0.5% | 30 |
|
|
2021
Q2 | $2.07M | Hold |
8,772
| – | – | 0.53% | 31 |
|
|
2021
Q1 | $1.88M | Sell |
8,772
-88
| -1% | -$18.9K | 0.55% | 29 |
|
|
2020
Q4 | $1.88M | Sell |
8,860
-132
| -1% | -$28K | 0.61% | 28 |
|
|
2020
Q3 | $1.62M | Sell |
8,992
-209
| -2% | -$37.7K | 0.49% | 29 |
|
|
2020
Q2 | $1.52M | Buy |
9,201
+1
| +0% | +$165 | 0.51% | 28 |
|
|
2020
Q1 | $1.17M | Sell |
9,200
-1,199
| -12% | -$152K | 0.47% | 30 |
|
|
2019
Q4 | $1.65M | Buy |
10,399
+1
| +0% | +$159 | 0.56% | 29 |
|
|
2019
Q3 | $1.54M | Buy |
10,398
+2
| +0% | +$296 | 0.58% | 28 |
|
|
2019
Q2 | $1.55M | Sell |
10,396
-54
| -0.5% | -$8.06K | 0.62% | 27 |
|
|
2019
Q1 | $1.49M | Sell |
10,450
-468
| -4% | -$66.8K | 0.66% | 27 |
|
|
2018
Q4 | $1.31M | Buy |
+10,918
| New | +$1.31M | 0.67% | 24 |
|