Concord Wealth Partners’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 | $150K | Buy |
528
+378
| +252% | +$107K | 0.02% | 228 |
|
|
2025
Q1 | $36.6K | Buy |
150
+1
| +0.7% | +$244 | 0.01% | 367 |
|
|
2024
Q4 | $37.9K | Sell |
149
-321
| -68% | -$81.7K | 0.01% | 374 |
|
|
2024
Q3 | $114K | Buy |
470
+230
| +96% | +$56K | 0.02% | 249 |
|
|
2024
Q2 | $55.1K | Sell |
240
-361
| -60% | -$82.9K | 0.01% | 299 |
|
|
2024
Q1 | $142K | Buy |
601
+185
| +44% | +$43.6K | 0.03% | 237 |
|
|
2023
Q4 | $91.4K | Sell |
416
-588
| -59% | -$129K | 0.02% | 284 |
|
|
2023
Q3 | $196K | Buy |
1,004
+26
| +3% | +$5.06K | 0.04% | 199 |
|
|
2023
Q2 | $201K | Buy |
978
+78
| +9% | +$16K | 0.04% | 195 |
|
|
2023
Q1 | $175K | Sell |
900
-245
| -21% | -$47.8K | 0.05% | 181 |
|
|
2022
Q4 | $206K | Sell |
1,145
-129
| -10% | -$23.2K | 0.06% | 159 |
|
|
2022
Q3 | $217K | Sell |
1,274
-4,027
| -76% | -$686K | 0.07% | 150 |
|
|
2022
Q2 | $930K | Buy |
5,301
+299
| +6% | +$52.5K | 0.26% | 56 |
|
|
2022
Q1 | $1.11M | Buy |
5,002
+62
| +1% | +$13.8K | 0.29% | 45 |
|
|
2021
Q4 | $1.26M | Buy |
4,940
+2,071
| +72% | +$527K | 0.31% | 40 |
|
|
2021
Q3 | $678K | Sell |
2,869
-1,594
| -36% | -$377K | 0.28% | 28 |
|
|
2021
Q2 | $1.06M | Buy |
4,463
+989
| +28% | +$234K | 0.3% | 30 |
|
|
2021
Q1 | $745K | Buy |
3,474
+3,415
| +5,788% | +$732K | 0.25% | 39 |
|
|
2020
Q4 | $13K | Buy |
+59
| New | +$13K | 0.01% | 351 |
|