Concord Wealth Partners’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 | $44K | Sell |
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|
2025
Q2 | $150K | Buy |
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|
2025
Q1 | $36.6K | Buy |
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|
2024
Q4 | $37.9K | Sell |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $55.1K | Sell |
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|
2024
Q1 | $142K | Buy |
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|
2023
Q4 | $91.4K | Sell |
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|
2023
Q3 | $196K | Buy |
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|
2023
Q2 | $201K | Buy |
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|
2023
Q1 | $175K | Sell |
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|
2022
Q4 | $206K | Sell |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $930K | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.26M | Buy |
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|
2021
Q3 | $678K | Sell |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $745K | Buy |
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|
2020
Q4 | $13K | Buy |
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