CAL
Capital Advisors Ltd’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 | $2.93M | Buy |
10,303
+21
| +0.2% | +$5.97K | 0.36% | 43 |
|
|
2025
Q1 | $2.52M | Buy |
10,282
+33
| +0.3% | +$8.07K | 0.33% | 46 |
|
|
2024
Q4 | $2.6M | Sell |
10,249
-272
| -3% | -$69K | 0.33% | 48 |
|
|
2024
Q3 | $2.56M | Sell |
10,521
-235
| -2% | -$57.2K | 0.32% | 46 |
|
|
2024
Q2 | $2.47M | Buy |
10,756
+62
| +0.6% | +$14.2K | 0.32% | 47 |
|
|
2024
Q1 | $2.52M | Hold |
10,694
| – | – | 0.33% | 45 |
|
|
2023
Q4 | $2.35M | Hold |
10,694
| – | – | 0.33% | 47 |
|
|
2023
Q3 | $2.08M | Sell |
10,694
-48
| -0.4% | -$9.35K | 0.32% | 48 |
|
|
2023
Q2 | $2.21M | Hold |
10,742
| – | – | 0.33% | 49 |
|
|
2023
Q1 | $2.09M | Hold |
10,742
| – | – | 0.34% | 48 |
|
|
2022
Q4 | $1.93M | Hold |
10,742
| – | – | 0.34% | 53 |
|
|
2022
Q3 | $1.83M | Sell |
10,742
-415
| -4% | -$70.8K | 0.36% | 49 |
|
|
2022
Q2 | $1.96M | Sell |
11,157
-28
| -0.3% | -$4.91K | 0.37% | 49 |
|
|
2022
Q1 | $2.49M | Sell |
11,185
-590
| -5% | -$131K | 0.41% | 46 |
|
|
2021
Q4 | $3M | Hold |
11,775
| – | – | 0.48% | 42 |
|
|
2021
Q3 | $2.78M | Buy |
11,775
+100
| +0.9% | +$23.6K | 0.5% | 40 |
|
|
2021
Q2 | $2.76M | Buy |
11,675
+63
| +0.5% | +$14.9K | 0.5% | 42 |
|
|
2021
Q1 | $2.49M | Buy |
11,612
+62
| +0.5% | +$13.3K | 0.46% | 43 |
|
|
2020
Q4 | $2.45M | Buy |
11,550
+345
| +3% | +$73.2K | 0.54% | 38 |
|
|
2020
Q3 | $2.02M | Buy |
11,205
+410
| +4% | +$73.8K | 0.5% | 39 |
|
|
2020
Q2 | $1.78M | Hold |
10,795
| – | – | 0.47% | 43 |
|
|
2020
Q1 | $1.37M | Buy |
10,795
+940
| +10% | +$119K | 0.43% | 42 |
|
|
2019
Q4 | $1.57M | Buy |
9,855
+68
| +0.7% | +$10.8K | 0.4% | 44 |
|
|
2019
Q3 | $1.45M | Hold |
9,787
| – | – | 0.4% | 52 |
|
|
2019
Q2 | $1.46M | Sell |
9,787
-2,555
| -21% | -$381K | 0.41% | 45 |
|
|
2019
Q1 | $1.76M | Buy |
12,342
+295
| +2% | +$42.1K | 0.48% | 40 |
|
|
2018
Q4 | $1.44M | Buy |
12,047
+837
| +7% | +$100K | 0.43% | 44 |
|
|
2018
Q3 | $1.6M | Hold |
11,210
| – | – | 0.45% | 37 |
|
|
2018
Q2 | $1.51M | Hold |
11,210
| – | – | 0.47% | 38 |
|
|
2018
Q1 | $1.45M | Hold |
11,210
| – | – | 0.47% | 39 |
|
|
2017
Q4 | $1.43M | Buy |
11,210
+200
| +2% | +$25.5K | 0.47% | 38 |
|
|
2017
Q3 | $1.34M | Hold |
11,010
| – | – | 0.47% | 37 |
|
|
2017
Q2 | $1.3M | Hold |
11,010
| – | – | 0.48% | 37 |
|
|
2017
Q1 | $1.24M | Hold |
11,010
| – | – | 0.48% | 35 |
|
|
2016
Q4 | $1.16M | Hold |
11,010
| – | – | 0.48% | 35 |
|
|
2016
Q3 | $1.17M | Hold |
11,010
| – | – | 0.52% | 36 |
|
|
2016
Q2 | $1.12M | Sell |
11,010
-753
| -6% | -$76.7K | 0.53% | 35 |
|
|
2016
Q1 | $1.18M | Hold |
11,763
| – | – | 0.59% | 31 |
|
|
2015
Q4 | $1.17M | Hold |
11,763
| – | – | 0.61% | 30 |
|
|
2015
Q3 | $1.14M | Hold |
11,763
| – | – | 0.63% | 33 |
|
|
2015
Q2 | $1.25M | Hold |
11,763
| – | – | 0.65% | 29 |
|
|
2015
Q1 | $1.27M | Hold |
11,763
| – | – | 0.66% | 29 |
|
|
2014
Q4 | $1.2M | Sell |
11,763
-264
| -2% | -$26.8K | 0.65% | 28 |
|
|
2014
Q3 | $1.16M | Hold |
12,027
| – | – | 0.66% | 30 |
|
|
2014
Q2 | $1.16M | Hold |
12,027
| – | – | 0.65% | 30 |
|
|
2014
Q1 | $1.11M | Buy |
12,027
+1,343
| +13% | +$124K | 0.65% | 30 |
|
|
2013
Q4 | $964K | Buy |
+10,684
| New | +$964K | 0.64% | 30 |
|