Corient Private Wealth’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
$10.7M Buy
37,736
+20,660
+121% +$5.89M 0.01% 554
2025
Q1
$4.18M Sell
17,076
-1,406
-8% -$344K 0.01% 733
2024
Q4
$4.48M Sell
18,482
-8,859
-32% -$2.15M 0.01% 738
2024
Q3
$6.66M Sell
27,341
-712
-3% -$173K 0.01% 652
2024
Q2
$6.45M Sell
28,053
-746
-3% -$171K 0.01% 636
2024
Q1
$6.79M Sell
28,799
-692
-2% -$163K 0.01% 623
2023
Q4
$6.48M Sell
29,491
-22,462
-43% -$4.93M 0.01% 627
2023
Q3
$11.1M Buy
51,953
+38,949
+300% +$8.33M 0.03% 458
2023
Q2
$2.68M Sell
13,004
-230
-2% -$47.3K 0.01% 814
2023
Q1
$2.58M Buy
13,234
+7,550
+133% +$1.47M 0.01% 766
2022
Q4
$1.02M Buy
+5,684
New +$1.02M ﹤0.01% 902