Collective Family Office’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 | $1.31M | Sell |
4,614
-418
| -8% | -$119K | 0.34% | 64 |
|
2025
Q1 | $1.23M | Sell |
5,032
-181
| -3% | -$44.3K | 0.33% | 62 |
|
2024
Q4 | $1.32M | Buy |
5,213
+246
| +5% | +$62.4K | 0.36% | 58 |
|
2024
Q3 | $1.21M | Sell |
4,967
-598
| -11% | -$146K | 0.33% | 64 |
|
2024
Q2 | $1.28M | Buy |
5,565
+255
| +5% | +$58.5K | 0.38% | 63 |
|
2024
Q1 | $1.25M | Buy |
5,310
+1,125
| +27% | +$265K | 0.41% | 57 |
|
2023
Q4 | $919K | Buy |
4,185
+1,302
| +45% | +$286K | 0.32% | 65 |
|
2023
Q3 | $562K | Buy |
2,883
+373
| +15% | +$72.6K | 0.22% | 89 |
|
2023
Q2 | $516K | Buy |
2,510
+825
| +49% | +$170K | 0.2% | 100 |
|
2023
Q1 | $328K | Sell |
1,685
-150
| -8% | -$29.2K | 0.14% | 127 |
|
2022
Q4 | $330K | Buy |
1,835
+160
| +10% | +$28.8K | 0.15% | 125 |
|
2022
Q3 | $286K | Sell |
1,675
-975
| -37% | -$166K | 0.14% | 133 |
|
2022
Q2 | $465K | Sell |
2,650
-85
| -3% | -$14.9K | 0.2% | 113 |
|
2022
Q1 | $609K | Sell |
2,735
-315
| -10% | -$70.1K | 0.23% | 103 |
|
2021
Q4 | $777K | Hold |
3,050
| – | – | 0.31% | 89 |
|
2021
Q3 | $721K | Sell |
3,050
-1,102
| -27% | -$261K | 0.31% | 78 |
|
2021
Q2 | $981K | Sell |
4,152
-625
| -13% | -$148K | 0.42% | 68 |
|
2021
Q1 | $1.03M | Sell |
4,777
-1,165
| -20% | -$250K | 0.5% | 57 |
|
2020
Q4 | $1.26M | Buy |
+5,942
| New | +$1.26M | 0.7% | 40 |
|