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