Certified Advisory Corp’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 | $952K | Buy |
3,348
+231
| +7% | +$65.7K | 0.1% | 155 |
|
2025
Q1 | $763K | Buy |
3,117
+35
| +1% | +$8.56K | 0.09% | 162 |
|
2024
Q4 | $782K | Buy |
3,082
+3
| +0.1% | +$761 | 0.08% | 159 |
|
2024
Q3 | $750K | Buy |
3,079
+175
| +6% | +$42.6K | 0.08% | 164 |
|
2024
Q2 | $667K | Hold |
2,904
| – | – | 0.08% | 163 |
|
2024
Q1 | $685K | Buy |
2,904
+1,275
| +78% | +$301K | 0.1% | 155 |
|
2023
Q4 | $358K | Buy |
1,629
+2
| +0.1% | +$439 | 0.05% | 196 |
|
2023
Q3 | $317K | Sell |
1,627
-24
| -1% | -$4.68K | 0.06% | 184 |
|
2023
Q2 | $340K | Sell |
1,651
-125
| -7% | -$25.7K | 0.06% | 175 |
|
2023
Q1 | $346K | Sell |
1,776
-440
| -20% | -$85.8K | 0.06% | 182 |
|
2022
Q4 | $398K | Sell |
2,216
-463
| -17% | -$83.2K | 0.08% | 173 |
|
2022
Q3 | $457K | Buy |
2,679
+925
| +53% | +$158K | 0.1% | 157 |
|
2022
Q2 | $308K | Buy |
+1,754
| New | +$308K | 0.07% | 175 |
|