Capital Advisory Group Advisory Services’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 | – | Sell |
-3,042
| Closed | -$744K | – | 183 |
|
|
2025
Q1 | $744K | Buy |
3,042
+464
| +18% | +$114K | 0.28% | 87 |
|
|
2024
Q4 | $654K | Buy |
+2,578
| New | +$654K | 0.23% | 93 |
|
|
2022
Q3 | – | Sell |
-70
| Closed | -$16K | – | 194 |
|
|
2022
Q2 | $16K | Hold |
70
| – | – | 0.01% | 179 |
|
|
2022
Q1 | $16K | Buy |
+70
| New | +$16K | 0.01% | 325 |
|
|
2021
Q4 | – | Sell |
-70
| Closed | -$17K | – | 500 |
|
|
2021
Q3 | $17K | Hold |
70
| – | – | 0.01% | 352 |
|
|
2021
Q2 | $17K | Hold |
70
| – | – | 0.01% | 351 |
|
|
2021
Q1 | $15K | Hold |
70
| – | – | 0.01% | 348 |
|
|
2020
Q4 | $15K | Hold |
70
| – | – | 0.01% | 334 |
|
|
2020
Q3 | $13K | Hold |
70
| – | – | 0.01% | 297 |
|
|
2020
Q2 | $12K | Hold |
70
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $9K | Hold |
70
| – | – | 0.01% | 247 |
|
|
2019
Q4 | $11K | Hold |
70
| – | – | 0.01% | 154 |
|
|
2019
Q3 | $10K | Hold |
70
| – | – | 0.01% | 285 |
|
|
2019
Q2 | $10K | Hold |
70
| – | – | 0.01% | 281 |
|
|
2019
Q1 | $10K | Hold |
70
| – | – | 0.01% | 279 |
|
|
2018
Q4 | $8K | Hold |
70
| – | – | 0.01% | 274 |
|
|
2018
Q3 | $10K | Hold |
70
| – | – | 0.01% | 247 |
|
|
2018
Q2 | $9K | Hold |
70
| – | – | 0.01% | 248 |
|
|
2018
Q1 | $9K | Buy |
+70
| New | +$9K | 0.01% | 241 |
|