Cherrydale 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 | $1.71M | Buy |
6,001
+1,140
| +23% | +$324K | 0.59% | 22 |
|
|
2025
Q1 | $1.19M | Buy |
4,861
+559
| +13% | +$137K | 0.47% | 23 |
|
|
2024
Q4 | $1.09M | Buy |
4,302
+8
| +0.2% | +$2.03K | 0.42% | 24 |
|
|
2024
Q3 | $1.05M | Buy |
4,294
+14
| +0.3% | +$3.41K | 0.43% | 24 |
|
|
2024
Q2 | $982K | Sell |
4,280
-235
| -5% | -$53.9K | 0.43% | 24 |
|
|
2024
Q1 | $1.06M | Sell |
4,515
-1,671
| -27% | -$394K | 0.5% | 25 |
|
|
2023
Q4 | $1.36M | Buy |
6,186
+96
| +2% | +$21.1K | 0.71% | 18 |
|
|
2023
Q3 | $1.19M | Buy |
+6,090
| New | +$1.19M | 0.71% | 18 |
|