Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.4M | Sell |
17,358
-206
| -1% | -$52.3K | 1.62% | 12 |
|
|
2024
Q3 | $4.28M | Buy |
17,564
+713
| +4% | +$174K | 1.56% | 12 |
|
|
2024
Q2 | $3.87M | Buy |
16,851
+694
| +4% | +$159K | 1.57% | 14 |
|
|
2024
Q1 | $3.81M | Buy |
16,157
+728
| +5% | +$172K | 1.7% | 12 |
|
|
2023
Q4 | $3.39M | Buy |
15,429
+1,434
| +10% | +$315K | 1.7% | 13 |
|
|
2023
Q3 | $2.73M | Buy |
13,995
+138
| +1% | +$26.9K | 1.51% | 14 |
|
|
2023
Q2 | $2.85M | Buy |
13,857
+195
| +1% | +$40.1K | 1.55% | 14 |
|
|
2023
Q1 | $2.66M | Buy |
13,662
+2,398
| +21% | +$467K | 1.25% | 15 |
|
|
2022
Q4 | $2.02M | Sell |
11,264
-1,528
| -12% | -$275K | 1.24% | 17 |
|
|
2022
Q3 | $2.18M | Sell |
12,792
-824
| -6% | -$141K | 1.26% | 15 |
|
|
2022
Q2 | $2.39M | Sell |
13,616
-1,226
| -8% | -$215K | 1.26% | 16 |
|
|
2022
Q1 | $3.31M | Buy |
14,842
+1,012
| +7% | +$225K | 1.59% | 13 |
|
|
2021
Q4 | $3.52M | Buy |
+13,830
| New | +$3.52M | 2.12% | 13 |
|