CWM
Connecticut Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
39,020
-432
| -1% | -$123K | 0.53% | 31 |
|
|
2025
Q1 | $9.65M | Sell |
39,452
-734,110
| -95% | -$180M | 0.51% | 34 |
|
|
2024
Q4 | $200M | Buy |
773,562
+733,309
| +1,822% | +$190M | 9.83% | 3 |
|
|
2024
Q3 | $9.8M | Sell |
40,253
-567
| -1% | -$138K | 0.47% | 36 |
|
|
2024
Q2 | $9.37M | Sell |
40,820
-130
| -0.3% | -$29.8K | 0.48% | 37 |
|
|
2024
Q1 | $9.66M | Sell |
40,950
-772
| -2% | -$182K | 0.51% | 34 |
|
|
2023
Q4 | $9.16M | Sell |
41,722
-871
| -2% | -$191K | 0.53% | 32 |
|
|
2023
Q3 | $8.3M | Sell |
42,593
-290
| -0.7% | -$56.5K | 0.57% | 32 |
|
|
2023
Q2 | $8.82M | Sell |
42,883
-18,808
| -30% | -$3.87M | 0.61% | 30 |
|
|
2023
Q1 | $12M | Sell |
61,691
-489
| -0.8% | -$95.3K | 0.91% | 24 |
|
|
2022
Q4 | $11.2M | Sell |
62,180
-804
| -1% | -$145K | 0.95% | 20 |
|
|
2022
Q3 | $10.7M | Buy |
62,984
+52
| +0.1% | +$8.87K | 1% | 20 |
|
|
2022
Q2 | $11M | Sell |
62,932
-1,818
| -3% | -$319K | 0.97% | 20 |
|
|
2022
Q1 | $14.4M | Sell |
64,750
-337
| -0.5% | -$75.1K | 1.1% | 20 |
|
|
2021
Q4 | $16.6M | Sell |
65,087
-1,268
| -2% | -$323K | 1.29% | 19 |
|
|
2021
Q3 | $15.7M | Sell |
66,355
-1,464
| -2% | -$346K | 1.37% | 19 |
|
|
2021
Q2 | $16M | Sell |
67,819
-172,168
| -72% | -$40.7M | 1.41% | 19 |
|
|
2021
Q1 | $52.3M | Buy |
239,987
+166,870
| +228% | +$36.4M | 4.77% | 3 |
|
|
2020
Q4 | $15.5M | Sell |
73,117
-1,280
| -2% | -$271K | 1.65% | 16 |
|
|
2020
Q3 | $13.4M | Sell |
74,397
-4,516
| -6% | -$814K | 1.48% | 17 |
|
|
2020
Q2 | $13M | Sell |
78,913
-2,423
| -3% | -$400K | 1.62% | 18 |
|
|
2020
Q1 | $10.3M | Sell |
81,336
-17,773
| -18% | -$2.25M | 1.54% | 18 |
|
|
2019
Q4 | $15.7M | Sell |
99,109
-499
| -0.5% | -$79.2K | 1.73% | 18 |
|
|
2019
Q3 | $14.8M | Buy |
99,608
+4,756
| +5% | +$704K | 1.82% | 17 |
|
|
2019
Q2 | $14.2M | Buy |
+94,852
| New | +$14.2M | 1.75% | 16 |
|