CJM Wealth Advisers’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 | $2.73M | Sell |
9,614
-214
| -2% | -$60.9K | 0.91% | 14 |
|
|
2025
Q1 | $2.4M | Buy |
9,828
+792
| +9% | +$194K | 0.85% | 13 |
|
|
2024
Q4 | $2.29M | Buy |
9,036
+56
| +0.6% | +$14.2K | 0.77% | 13 |
|
|
2024
Q3 | $2.19M | Buy |
8,980
+1
| +0% | +$243 | 0.75% | 14 |
|
|
2024
Q2 | $2.05M | Sell |
8,979
-31
| -0.3% | -$7.08K | 0.75% | 14 |
|
|
2024
Q1 | $2.12M | Sell |
9,010
-52
| -0.6% | -$12.3K | 0.81% | 13 |
|
|
2023
Q4 | $1.99M | Sell |
9,062
-62
| -0.7% | -$13.6K | 0.88% | 14 |
|
|
2023
Q3 | $1.78M | Buy |
9,124
+23
| +0.3% | +$4.48K | 0.86% | 14 |
|
|
2023
Q2 | $1.87M | Buy |
9,101
+1
| +0% | +$206 | 0.95% | 14 |
|
|
2023
Q1 | $1.77M | Sell |
9,100
-133
| -1% | -$25.9K | 1.01% | 13 |
|
|
2022
Q4 | $1.66M | Sell |
9,233
-67
| -0.7% | -$12K | 1.02% | 14 |
|
|
2022
Q3 | $1.59M | Sell |
9,300
-58
| -0.6% | -$9.89K | 1.13% | 11 |
|
|
2022
Q2 | $1.64M | Sell |
9,358
-13,823
| -60% | -$2.42M | 1.14% | 11 |
|
|
2022
Q1 | $5.17M | Sell |
23,181
-551
| -2% | -$123K | 3.53% | 8 |
|
|
2021
Q4 | $6.04M | Buy |
+23,732
| New | +$6.04M | 4.3% | 5 |
|