Colonial Trust 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 | $1.45M | Sell |
5,102
-206
| -4% | -$58.6K | 0.12% | 105 |
|
|
2025
Q1 | $1.3M | Sell |
5,308
-339
| -6% | -$82.9K | 0.12% | 105 |
|
|
2024
Q4 | $1.43M | Sell |
5,647
-125
| -2% | -$31.7K | 0.13% | 104 |
|
|
2024
Q3 | $1.41M | Hold |
5,772
| – | – | 0.12% | 107 |
|
|
2024
Q2 | $1.33M | Sell |
5,772
-288
| -5% | -$66.1K | 0.13% | 104 |
|
|
2024
Q1 | $1.43M | Sell |
6,060
-153
| -2% | -$36.1K | 0.14% | 104 |
|
|
2023
Q4 | $1.36M | Sell |
6,213
-409
| -6% | -$89.8K | 0.14% | 104 |
|
|
2023
Q3 | $1.29M | Sell |
6,622
-100
| -1% | -$19.5K | 0.15% | 104 |
|
|
2023
Q2 | $1.38M | Sell |
6,722
-200
| -3% | -$41.2K | 0.15% | 100 |
|
|
2023
Q1 | $1.35M | Sell |
6,922
-567
| -8% | -$111K | 0.16% | 100 |
|
|
2022
Q4 | $1.35M | Sell |
7,489
-20
| -0.3% | -$3.6K | 0.17% | 101 |
|
|
2022
Q3 | $1.28M | Buy |
7,509
+186
| +3% | +$31.7K | 0.17% | 98 |
|
|
2022
Q2 | $1.28M | Sell |
7,323
-303
| -4% | -$53.1K | 0.18% | 92 |
|
|
2022
Q1 | $1.7M | Sell |
7,626
-26,772
| -78% | -$5.96M | 0.2% | 89 |
|
|
2021
Q4 | $8.76M | Sell |
34,398
-2,996
| -8% | -$763K | 0.98% | 28 |
|
|
2021
Q3 | $8.84M | Buy |
37,394
+164
| +0.4% | +$38.8K | 1.09% | 27 |
|
|
2021
Q2 | $8.8M | Buy |
37,230
+223
| +0.6% | +$52.7K | 1.07% | 26 |
|
|
2021
Q1 | $7.94M | Buy |
37,007
+1,452
| +4% | +$312K | 1.04% | 26 |
|
|
2020
Q4 | $7.54M | Buy |
35,555
+354
| +1% | +$75.1K | 1.05% | 28 |
|
|
2020
Q3 | $6.34M | Buy |
35,201
+670
| +2% | +$121K | 1% | 28 |
|
|
2020
Q2 | $5.7M | Buy |
+34,531
| New | +$5.7M | 0.97% | 30 |
|