Cornerstone Advisory’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 | $1.4M | Buy |
4,918
+38
| +0.8% | +$10.8K | 0.15% | 80 |
|
2025
Q1 | $1.23M | Buy |
4,880
+285
| +6% | +$71.9K | 0.14% | 79 |
|
2024
Q4 | $1.25M | Buy |
4,595
+898
| +24% | +$245K | 0.14% | 81 |
|
2024
Q3 | $900K | Buy |
3,697
+509
| +16% | +$124K | 0.12% | 89 |
|
2024
Q2 | $732K | Buy |
3,188
+350
| +12% | +$80.3K | 0.1% | 99 |
|
2024
Q1 | $669K | Sell |
2,838
-80
| -3% | -$18.9K | 0.1% | 120 |
|
2023
Q4 | $641K | Buy |
2,918
+616
| +27% | +$135K | 0.1% | 117 |
|
2023
Q3 | $448K | Buy |
2,302
+35
| +2% | +$6.82K | 0.08% | 135 |
|
2023
Q2 | $466K | Sell |
2,267
-236
| -9% | -$48.6K | 0.08% | 133 |
|
2023
Q1 | $488K | Sell |
2,503
-650
| -21% | -$127K | 0.09% | 133 |
|
2022
Q4 | $567K | Sell |
3,153
-1,179
| -27% | -$212K | 0.11% | 118 |
|
2022
Q3 | $739K | Sell |
4,332
-1,025
| -19% | -$175K | 0.17% | 88 |
|
2022
Q2 | $940K | Buy |
5,357
+696
| +15% | +$122K | 0.22% | 78 |
|
2022
Q1 | $1.04M | Buy |
4,661
+623
| +15% | +$139K | 0.16% | 104 |
|
2021
Q4 | $1.03M | Sell |
4,038
-424
| -10% | -$108K | 0.15% | 102 |
|
2021
Q3 | $1.05M | Buy |
4,462
+1,911
| +75% | +$451K | 0.17% | 92 |
|
2021
Q2 | $603K | Sell |
2,551
-1,757
| -41% | -$415K | 0.1% | 145 |
|
2021
Q1 | $925K | Sell |
4,308
-78
| -2% | -$16.7K | 0.18% | 101 |
|
2020
Q4 | $931K | Sell |
4,386
-50
| -1% | -$10.6K | 0.19% | 98 |
|
2020
Q3 | $799K | Sell |
4,436
-112
| -2% | -$20.2K | 0.19% | 98 |
|
2020
Q2 | $750K | Buy |
4,548
+1,694
| +59% | +$279K | 0.2% | 89 |
|
2020
Q1 | $362K | Buy |
2,854
+860
| +43% | +$109K | 0.11% | 111 |
|
2019
Q4 | $317K | Buy |
+1,994
| New | +$317K | 0.07% | 139 |
|