Caldwell Trust’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
1,201
-11
|
|
||||
|
2025
Q1 | $297K | Buy |
1,212
+24
|
|
||||
|
2024
Q4 | $301K | Buy |
1,188
+128
|
|
||||
|
2024
Q3 | $258K | Buy |
1,060
+24
|
|
||||
|
2024
Q2 | $238K | Sell |
1,036
-62
|
|
||||
|
2024
Q1 | $259K | Buy |
1,098
+4
|
|
||||
|
2023
Q4 | $240K | Sell |
1,094
-68
|
|
||||
|
2023
Q3 | $226K | Buy |
1,162
+160
|
|
||||
|
2023
Q2 | $206K | Hold |
1,002
|
|
||||
|
2023
Q1 | $195K | Buy |
1,002
+214
|
|
||||
|
2022
Q4 | $142K | Buy |
788
+85
|
|
||||
|
2022
Q3 | $120K | Buy |
703
+26
|
|
||||
|
2022
Q2 | $119K | Buy |
677
+213
|
|
||||
|
2022
Q1 | $103K | Sell |
464
-150
|
|
||||
|
2021
Q4 | $156K | Buy |
614
+13
|
|
||||
|
2021
Q3 | $142K | Buy |
601
+195
|
|
||||
|
2021
Q2 | $96K | Buy |
406
+98
|
|
||||
|
2021
Q1 | $66.1K | Buy |
308
+245
|
|
||||
|
2020
Q4 | $13.4K | Buy |
+63
|
|