Chicago Partners Investment Group’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 | $3.15M | Buy |
10,866
+20
| +0.2% | +$5.8K | 0.09% | 194 |
|
|
2025
Q1 | $2.75M | Buy |
10,846
+549
| +5% | +$139K | 0.09% | 192 |
|
|
2024
Q4 | $2.66M | Buy |
10,297
+269
| +3% | +$69.5K | 0.09% | 187 |
|
|
2024
Q3 | $2.48M | Sell |
10,028
-166
| -2% | -$41K | 0.09% | 187 |
|
|
2024
Q2 | $2.35M | Buy |
10,194
+1,058
| +12% | +$244K | 0.09% | 199 |
|
|
2024
Q1 | $2.05M | Buy |
9,136
+1,212
| +15% | +$272K | 0.09% | 204 |
|
|
2023
Q4 | $1.73M | Buy |
7,924
+1,323
| +20% | +$288K | 0.08% | 219 |
|
|
2023
Q3 | $1.24M | Buy |
6,601
+219
| +3% | +$41K | 0.07% | 254 |
|
|
2023
Q2 | $1.33M | Sell |
6,382
-260
| -4% | -$54.2K | 0.07% | 248 |
|
|
2023
Q1 | $1.28M | Buy |
6,642
+509
| +8% | +$98.3K | 0.07% | 235 |
|
|
2022
Q4 | $1.23M | Buy |
6,133
+529
| +9% | +$107K | 0.08% | 232 |
|
|
2022
Q3 | $994K | Buy |
5,604
+252
| +5% | +$44.7K | 0.07% | 239 |
|
|
2022
Q2 | $1.05M | Buy |
5,352
+4,221
| +373% | +$827K | 0.08% | 225 |
|
|
2022
Q1 | $203K | Sell |
1,131
-16
| -1% | -$2.87K | 0.02% | 517 |
|
|
2021
Q4 | $251K | Buy |
+1,147
| New | +$251K | 0.02% | 472 |
|
|
2021
Q1 | – | Sell |
-987
| Closed | -$216K | – | 532 |
|
|
2020
Q4 | $216K | Buy |
+987
| New | +$216K | 0.02% | 427 |
|
|
2018
Q4 | – | Sell |
-789
| Closed | -$98K | – | 906 |
|
|
2018
Q3 | $98K | Buy |
789
+591
| +298% | +$73.4K | 0.01% | 421 |
|
|
2018
Q2 | $27K | Hold |
198
| – | – | ﹤0.01% | 601 |
|
|
2018
Q1 | $26K | Hold |
198
| – | – | ﹤0.01% | 573 |
|
|
2017
Q4 | $25K | Hold |
198
| – | – | ﹤0.01% | 575 |
|
|
2017
Q3 | $24K | Buy |
+198
| New | +$24K | ﹤0.01% | 589 |
|
|
2017
Q2 | – | Sell |
-198
| Closed | -$22K | – | 793 |
|
|
2017
Q1 | $22K | Hold |
198
| – | – | 0.01% | 398 |
|
|
2016
Q4 | $21K | Hold |
198
| – | – | 0.01% | 380 |
|
|
2016
Q3 | $21K | Hold |
198
| – | – | 0.01% | 363 |
|
|
2016
Q2 | $20K | Hold |
198
| – | – | 0.01% | 316 |
|
|
2016
Q1 | $20K | Hold |
198
| – | – | 0.01% | 299 |
|
|
2015
Q4 | $20K | Hold |
198
| – | – | 0.01% | 342 |
|
|
2015
Q3 | $19K | Hold |
198
| – | – | 0.01% | 297 |
|
|
2015
Q2 | $21K | Sell |
198
-13
| -6% | -$1.38K | 0.01% | 299 |
|
|
2015
Q1 | $21K | Buy |
211
+13
| +7% | +$1.29K | 0.01% | 288 |
|
|
2014
Q4 | $20K | Buy |
+198
| New | +$20K | 0.01% | 287 |
|