Cassaday & Co 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
Q2
$30.3M Sell
106,479
-3,607
-3% -$1.03M 0.76% 18
2025
Q1
$26.9M Buy
110,086
+800
+0.7% +$196K 0.76% 17
2024
Q4
$27.7M Sell
109,286
-2,189
-2% -$555K 0.76% 16
2024
Q3
$27.1M Sell
111,475
-489
-0.4% -$119K 0.77% 16
2024
Q2
$25.7M Sell
111,964
-1,332
-1% -$306K 0.81% 17
2024
Q1
$26.7M Sell
113,296
-303
-0.3% -$71.4K 0.87% 16
2023
Q4
$24.9M Sell
113,599
-668
-0.6% -$147K 0.86% 16
2023
Q3
$22.3M Sell
114,267
-1,031
-0.9% -$201K 0.93% 14
2023
Q2
$23.7M Sell
115,298
-754
-0.6% -$155K 0.94% 14
2023
Q1
$22.6M Sell
116,052
-686
-0.6% -$134K 0.96% 14
2022
Q4
$21M Buy
+116,738
New +$21M 0.97% 19