Cohen Klingenstein’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Cohen Klingenstein’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.86M	Hold	13,565	–	–	0.13%	80
2025 Q1	$3.32M	Buy	13,565 +75	+0.6%	+$18.3K	0.12%	82
2024 Q4	$3.42M	Buy	13,490 +170	+1%	+$43.1K	0.12%	82
2024 Q3	$3.24M	Buy	13,320 +90	+0.7%	+$21.9K	0.11%	99
2024 Q2	$3.04M	Buy	13,230 +65	+0.5%	+$14.9K	0.11%	98
2024 Q1	$3.1M	Buy	13,165 +80	+0.6%	+$18.9K	0.12%	99
2023 Q4	$2.87M	Buy	13,085 +145	+1%	+$31.8K	0.12%	101
2023 Q3	$2.52M	Hold	12,940	–	–	0.11%	102
2023 Q2	$2.66M	Buy	12,940 +79	+0.6%	+$16.3K	0.12%	104
2023 Q1	$2.51M	Buy	12,861 +96	+0.8%	+$18.7K	0.12%	107
2022 Q4	$2.29M	Buy	12,765 +120	+0.9%	+$21.6K	0.12%	110
2022 Q3	$2.16M	Hold	12,645	–	–	0.11%	103
2022 Q2	$2.22M	Hold	12,645	–	–	0.11%	102
2022 Q1	$2.82M	Hold	12,645	–	–	0.12%	102
2021 Q4	$3.22M	Buy	12,645 +175	+1%	+$44.6K	0.13%	99
2021 Q3	$2.95M	Hold	12,470	–	–	0.13%	107
2021 Q2	$2.95M	Buy	12,470 +175	+1%	+$41.4K	0.13%	113
2021 Q1	$2.64M	Hold	12,295	–	–	0.12%	115
2020 Q4	$2.61M	Buy	12,295 +530	+5%	+$112K	0.13%	109
2020 Q3	$2.12M	Hold	11,765	–	–	0.12%	115
2020 Q2	$1.94M	Hold	11,765	–	–	0.12%	119
2020 Q1	$1.49M	Hold	11,765	–	–	0.11%	120
2019 Q4	$1.87M	Buy	11,765 +490	+4%	+$77.8K	0.11%	125
2019 Q3	$1.67M	Hold	11,275	–	–	0.11%	129
2019 Q2	$1.68M	Hold	11,275	–	–	0.12%	120
2019 Q1	$1.61M	Buy	11,275 +500	+5%	+$71.4K	0.11%	102
2018 Q4	$1.29M	Hold	10,775	–	–	0.19%	82
2018 Q3	$1.54M	Hold	10,775	–	–	0.2%	83
2018 Q2	$1.45M	Hold	10,775	–	–	0.2%	84
2018 Q1	$1.4M	Buy	10,775 +320	+3%	+$41.5K	0.2%	84
2017 Q4	$1.34M	Hold	10,455	–	–	0.19%	86
2017 Q3	$1.27M	Buy	10,455 +175	+2%	+$21.3K	0.19%	86
2017 Q2	$1.21M	Hold	10,280	–	–	0.19%	84
2017 Q1	$1.16M	Buy	10,280 +180	+2%	+$20.3K	0.19%	85
2016 Q4	$1.07M	Buy	10,100 +170	+2%	+$18K	0.18%	86
2016 Q3	$1.06M	Hold	9,930	–	–	0.18%	86
2016 Q2	$1.01M	Hold	9,930	–	–	0.19%	87
2016 Q1	$996K	Buy	+9,930	New	+$996K	0.19%	87