Clark Financial Services 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
$4.02M Sell
14,119
-575
-4% -$164K 2.47% 9
2025
Q1
$3.59M Sell
14,694
-24
-0.2% -$5.87K 2.49% 10
2024
Q4
$3.73M Buy
14,718
+372
+3% +$94.4K 2.86% 9
2024
Q3
$3.49M Sell
14,346
-13
-0.1% -$3.17K 3.18% 8
2024
Q2
$3.3M Buy
14,359
+737
+5% +$169K 3.48% 7
2024
Q1
$3.21M Sell
13,622
-58
-0.4% -$13.7K 3.87% 6
2023
Q4
$3M Sell
13,680
-206
-1% -$45.2K 3.85% 6
2023
Q3
$2.7M Sell
13,886
-140
-1% -$27.3K 3.7% 6
2023
Q2
$2.89M Buy
14,026
+536
+4% +$110K 3.9% 6
2023
Q1
$2.63M Sell
13,490
-756
-5% -$147K 3.88% 5
2022
Q4
$2.56M Buy
14,246
+537
+4% +$96.5K 2.94% 7
2022
Q3
$2.34M Buy
+13,709
New +$2.34M 2.46% 7
2022
Q1
$3.2M Sell
14,342
-306
-2% -$68.2K 2.34% 11
2021
Q4
$3.73M Buy
14,648
+1,461
+11% +$372K 2.51% 10
2021
Q3
$3.12M Buy
13,187
+660
+5% +$156K 2.4% 9
2021
Q2
$2.96M Buy
12,527
+81
+0.7% +$19.1K 2.32% 10
2021
Q1
$2.67M Buy
+12,446
New +$2.67M 2.26% 9
2020
Q2
$2.35M Buy
+13,381
New +$2.35M 3.63% 5