CM Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $346K | Hold |
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|
2025
Q2 | $335K | Hold |
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|
2025
Q1 | $288K | Hold |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $258K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $212K | Hold |
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|
2022
Q3 | $201M | Hold |
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|
2022
Q2 | $206K | Buy |
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