CM Wealth 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 | $335K | Hold |
1,177
| – | – | 0.1% | 70 |
|
|
2025
Q1 | $288K | Hold |
1,177
| – | – | 0.09% | 69 |
|
|
2024
Q4 | $299K | Hold |
1,177
| – | – | 0.1% | 69 |
|
|
2024
Q3 | $287K | Hold |
1,177
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $271K | Buy |
+1,177
| New | +$271K | 0.13% | 61 |
|
|
2024
Q1 | – | Sell |
-1,177
| Closed | -$258K | – | 192 |
|
|
2023
Q4 | $258K | Hold |
1,177
| – | – | 0.11% | 67 |
|
|
2023
Q3 | $234K | Hold |
1,177
| – | – | 0.09% | 73 |
|
|
2023
Q2 | $249K | Sell |
1,177
-803
| -41% | -$170K | 0.08% | 129 |
|
|
2023
Q1 | $370K | Buy |
1,980
+803
| +68% | +$150K | 0.07% | 295 |
|
|
2022
Q4 | $212K | Hold |
1,177
| – | – | 0.11% | 67 |
|
|
2022
Q3 | $201M | Hold |
1,177
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $206K | Buy |
+1,177
| New | +$206K | 0.13% | 70 |
|