Creative Financial Designs’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Creative Financial Designs’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.04M	Buy	7,176 +916	+15%	+$260K	0.15%	136
2025 Q1	$1.53M	Buy	6,260 +1,003	+19%	+$245K	0.12%	139
2024 Q4	$1.33M	Buy	5,257 +237	+5%	+$60.1K	0.11%	159
2024 Q3	$1.22M	Buy	5,020 +210	+4%	+$51.1K	0.1%	168
2024 Q2	$1.1M	Buy	4,810 +96	+2%	+$22K	0.1%	165
2024 Q1	$1.11M	Buy	4,714 +1,916	+68%	+$452K	0.11%	158
2023 Q4	$614K	Buy	2,798 +1,084	+63%	+$238K	0.06%	209
2023 Q3	$334K	Buy	1,714 +526	+44%	+$102K	0.04%	269
2023 Q2	$244K	Buy	1,188 +2	+0.2%	+$411	0.03%	310
2023 Q1	$231K	Sell	1,186 -564	-32%	-$110K	0.03%	309
2022 Q4	$315K	Buy	1,750 +627	+56%	+$113K	0.05%	257
2022 Q3	$192K	Sell	1,123 -22,562	-95%	-$3.86M	0.03%	297
2022 Q2	$4.15M	Buy	23,685 +3,769	+19%	+$661K	0.68%	35
2022 Q1	$4.44M	Buy	19,916 +19,261	+2,941%	+$4.29M	0.68%	36
2021 Q4	$167K	Buy	655 +608	+1,294%	+$155K	0.03%	341
2021 Q3	$11K	Buy	47 +34	+262%	+$7.96K	﹤0.01%	1002
2021 Q2	$3K	Hold	13	–	–	﹤0.01%	1285
2021 Q1	$3K	Hold	13	–	–	﹤0.01%	1181
2020 Q4	$3K	Hold	13	–	–	﹤0.01%	1095
2020 Q3	$2K	Hold	13	–	–	﹤0.01%	1115
2020 Q2	$2K	Buy	13 +1	+8%	+$154	﹤0.01%	1055
2020 Q1	$1K	Sell	12 -220	-95%	-$18.3K	﹤0.01%	461
2019 Q4	$37K	Sell	232 -113	-33%	-$18K	0.02%	271
2019 Q3	$50K	Buy	345 +125	+57%	+$18.1K	0.03%	234
2019 Q2	$33K	Hold	220	–	–	0.02%	266
2019 Q1	$31K	Buy	220 +148	+206%	+$20.9K	0.02%	258
2018 Q4	$9K	Sell	72 -51	-41%	-$6.38K	0.01%	380
2018 Q3	$18K	Hold	123	–	–	0.01%	354
2018 Q2	$17K	Buy	123 +1	+0.8%	+$138	0.01%	387
2018 Q1	$16K	Hold	122	–	–	0.01%	361
2017 Q4	$16K	Sell	122 -285	-70%	-$37.4K	0.01%	352
2017 Q3	$50K	Buy	407 +1	+0.2%	+$123	0.03%	243
2017 Q2	$48K	Sell	406 -203	-33%	-$24K	0.03%	236
2017 Q1	$69K	Buy	609 +2	+0.3%	+$227	0.05%	206
2016 Q4	$64K	Buy	+607	New	+$64K	0.05%	205