Cahill Wealth Management’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
Q1 | $641K | Buy |
2,620
+3
| +0.1% | +$734 | 0.33% | 32 |
|
|
2024
Q4 | $664K | Buy |
2,617
+3
| +0.1% | +$761 | 0.34% | 31 |
|
|
2024
Q3 | $636K | Buy |
2,614
+5
| +0.2% | +$1.22K | 0.33% | 33 |
|
|
2024
Q2 | $599K | Hold |
2,609
| – | – | 0.36% | 31 |
|
|
2024
Q1 | $615K | Buy |
2,609
+3
| +0.1% | +$707 | 0.36% | 32 |
|
|
2023
Q4 | $572K | Sell |
2,606
-546
| -17% | -$120K | 0.38% | 29 |
|
|
2023
Q3 | $614K | Buy |
3,152
+4
| +0.1% | +$779 | 0.47% | 29 |
|
|
2023
Q2 | $648K | Buy |
3,148
+3
| +0.1% | +$617 | 0.45% | 29 |
|
|
2023
Q1 | $613K | Buy |
3,145
+4
| +0.1% | +$780 | 0.45% | 30 |
|
|
2022
Q4 | $625K | Sell |
3,141
-495
| -14% | -$98.5K | 0.45% | 30 |
|
|
2022
Q3 | $620K | Sell |
3,636
-840
| -19% | -$143K | 0.55% | 24 |
|
|
2022
Q2 | $785K | Buy |
4,476
+464
| +12% | +$81.4K | 0.66% | 23 |
|
|
2022
Q1 | $894K | Buy |
+4,012
| New | +$894K | 0.66% | 20 |
|