Clearwater Capital Advisors’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
$1.09M Hold
3,831
0.1% 72
2025
Q1
$937K Sell
3,831
-67
-2% -$16.4K 0.09% 78
2024
Q4
$989K Sell
3,898
-4,240
-52% -$1.08M 0.1% 77
2024
Q3
$1.98M Buy
8,138
+256
+3% +$62.3K 0.19% 58
2024
Q2
$1.81M Hold
7,882
0.19% 56
2024
Q1
$1.86M Hold
7,882
0.2% 55
2023
Q4
$1.73M Buy
7,882
+121
+2% +$26.6K 0.19% 55
2023
Q3
$1.51M Sell
7,761
-605
-7% -$118K 0.19% 53
2023
Q2
$1.72M Sell
8,366
-245
-3% -$50.4K 0.21% 53
2023
Q1
$1.68M Sell
8,611
-312
-3% -$60.8K 0.2% 54
2022
Q4
$1.6M Sell
8,923
-512
-5% -$92K 0.21% 55
2022
Q3
$1.61M Sell
9,435
-50
-0.5% -$8.53K 0.22% 61
2022
Q2
$1.66M Buy
9,485
+297
+3% +$52.1K 0.23% 57
2022
Q1
$2.05M Sell
9,188
-508
-5% -$113K 0.23% 57
2021
Q4
$2.47M Sell
9,696
-260
-3% -$66.2K 0.27% 53
2021
Q3
$2.35M Sell
9,956
-90
-0.9% -$21.3K 0.27% 54
2021
Q2
$2.37M Sell
10,046
-28
-0.3% -$6.62K 0.28% 53
2021
Q1
$2.16M Sell
10,074
-1,030
-9% -$221K 0.27% 51
2020
Q4
$2.36M Sell
11,104
-550
-5% -$117K 0.31% 46
2020
Q3
$2.1M Sell
11,654
-100
-0.9% -$18K 0.33% 43
2020
Q2
$1.94M Sell
11,754
-2,260
-16% -$373K 0.32% 46
2020
Q1
$1.78M Sell
14,014
-5,588
-29% -$708K 0.38% 43
2019
Q4
$3.11M Sell
19,602
-1,117
-5% -$177K 0.52% 40
2019
Q3
$3.07M Sell
20,719
-3,122
-13% -$462K 0.54% 46
2019
Q2
$3.56M Sell
23,841
-6,589
-22% -$984K 0.65% 43
2019
Q1
$4.34M Sell
30,430
-5,642
-16% -$805K 0.81% 33
2018
Q4
$4.32M Sell
36,072
-2,577
-7% -$308K 0.95% 25
2018
Q3
$5.51M Sell
38,649
-2,090
-5% -$298K 1.07% 25
2018
Q2
$5.48M Buy
40,739
+119
+0.3% +$16K 1.12% 25
2018
Q1
$5.27M Sell
40,620
-8,454
-17% -$1.1M 1.09% 24
2017
Q4
$6.27M Buy
49,074
+817
+2% +$104K 1.38% 17
2017
Q3
$5.94M Buy
48,257
+945
+2% +$116K 1.38% 17
2017
Q2
$5.57M Buy
47,312
+1,476
+3% +$174K 1.42% 16
2017
Q1
$5.12M Sell
45,836
-271
-0.6% -$30.3K 1.4% 16
2016
Q4
$4.91M Sell
46,107
-1,578
-3% -$168K 1.7% 13
2016
Q3
$5.03M Sell
47,685
-1,602
-3% -$169K 1.76% 13
2016
Q2
$5.02M Buy
+49,287
New +$5.02M 1.85% 14