CarsonAllaria 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 | – | Sell |
-57
| Closed | -$14.5K | – | 373 |
|
|
2024
Q4 | $14.5K | Hold |
57
| – | – | 0.01% | 218 |
|
|
2024
Q3 | $13.9K | Buy |
57
+3
| +6% | +$731 | 0.01% | 234 |
|
|
2024
Q2 | $12.6K | Buy |
54
+3
| +6% | +$699 | 0.01% | 232 |
|
|
2024
Q1 | $12.2K | Hold |
51
| – | – | 0.01% | 232 |
|
|
2023
Q4 | $11.4K | Hold |
51
| – | – | 0.01% | 209 |
|
|
2023
Q3 | $10.1K | Hold |
51
| – | – | 0.01% | 208 |
|
|
2023
Q2 | $10.6K | Hold |
51
| – | – | 0.01% | 217 |
|
|
2023
Q1 | $10K | Hold |
51
| – | – | 0.01% | 214 |
|
|
2022
Q4 | $9K | Hold |
51
| – | – | 0.01% | 199 |
|
|
2022
Q3 | $9K | Hold |
51
| – | – | 0.01% | 202 |
|
|
2022
Q2 | $9K | Hold |
51
| – | – | 0.01% | 203 |
|
|
2022
Q1 | $11K | Sell |
51
-7
| -12% | -$1.51K | 0.01% | 195 |
|
|
2021
Q4 | $15K | Buy |
+58
| New | +$15K | 0.01% | 187 |
|