Creative Planning’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 | $38.1M | Sell |
133,845
-4,668
| -3% | -$1.33M | 0.03% | 217 |
|
2025
Q1 | $33.9M | Sell |
138,513
-4,027
| -3% | -$985K | 0.03% | 220 |
|
2024
Q4 | $36.2M | Buy |
142,540
+49,421
| +53% | +$12.5M | 0.04% | 188 |
|
2024
Q3 | $22.7M | Buy |
93,119
+3,334
| +4% | +$812K | 0.02% | 255 |
|
2024
Q2 | $20.6M | Sell |
89,785
-1,949
| -2% | -$447K | 0.02% | 263 |
|
2024
Q1 | $21.6M | Sell |
91,734
-3,172
| -3% | -$748K | 0.02% | 249 |
|
2023
Q4 | $20.8M | Sell |
94,906
-10,566
| -10% | -$2.32M | 0.04% | 237 |
|
2023
Q3 | $20.5M | Buy |
105,472
+13,224
| +14% | +$2.58M | 0.03% | 234 |
|
2023
Q2 | $19M | Buy |
92,248
+6,641
| +8% | +$1.37M | 0.03% | 234 |
|
2023
Q1 | $16.7M | Buy |
85,607
+39
| +0% | +$7.6K | 0.02% | 244 |
|
2022
Q4 | $15.4M | Buy |
85,568
+12,500
| +17% | +$2.25M | 0.02% | 244 |
|
2022
Q3 | $12.5M | Buy |
73,068
+1,949
| +3% | +$332K | 0.02% | 259 |
|
2022
Q2 | $12.5M | Buy |
71,119
+1,564
| +2% | +$274K | 0.02% | 280 |
|
2022
Q1 | $15.5M | Buy |
69,555
+10,500
| +18% | +$2.34M | 0.02% | 249 |
|
2021
Q4 | $15M | Buy |
59,055
+1,444
| +3% | +$368K | 0.02% | 223 |
|
2021
Q3 | $13.6M | Buy |
57,611
+254
| +0.4% | +$60K | 0.02% | 220 |
|
2021
Q2 | $13.6M | Sell |
57,357
-7,329
| -11% | -$1.73M | 0.02% | 217 |
|
2021
Q1 | $13.9M | Buy |
64,686
+353
| +0.5% | +$75.8K | 0.03% | 221 |
|
2020
Q4 | $13.6M | Buy |
64,333
+339
| +0.5% | +$71.9K | 0.03% | 203 |
|
2020
Q3 | $11.5M | Buy |
63,994
+2,157
| +3% | +$389K | 0.03% | 184 |
|
2020
Q2 | $10.2M | Sell |
61,837
-5,732
| -8% | -$946K | 0.03% | 188 |
|
2020
Q1 | $8.56M | Sell |
67,569
-5,257
| -7% | -$666K | 0.03% | 181 |
|
2019
Q4 | $11.6M | Buy |
72,826
+377
| +0.5% | +$59.9K | 0.03% | 168 |
|
2019
Q3 | $10.7M | Buy |
72,449
+304
| +0.4% | +$45K | 0.03% | 172 |
|
2019
Q2 | $10.8M | Buy |
72,145
+47,624
| +194% | +$7.11M | 0.04% | 170 |
|
2019
Q1 | $3.5M | Buy |
24,521
+215
| +0.9% | +$30.7K | 0.01% | 335 |
|
2018
Q4 | $2.91M | Buy |
24,306
+14
| +0.1% | +$1.68K | 0.01% | 352 |
|
2018
Q3 | $3.46M | Buy |
24,292
+991
| +4% | +$141K | 0.01% | 348 |
|
2018
Q2 | $3.13M | Buy |
23,301
+543
| +2% | +$73K | 0.01% | 359 |
|
2018
Q1 | $2.95M | Sell |
22,758
-1,311
| -5% | -$170K | 0.01% | 372 |
|
2017
Q4 | $3.07M | Buy |
24,069
+1,914
| +9% | +$244K | 0.01% | 347 |
|
2017
Q3 | $2.7M | Sell |
22,155
-165
| -0.7% | -$20.1K | 0.01% | 380 |
|
2017
Q2 | $2.63M | Buy |
22,320
+3,129
| +16% | +$368K | 0.01% | 357 |
|
2017
Q1 | $2.17M | Buy |
19,191
+1,934
| +11% | +$218K | 0.01% | 395 |
|
2016
Q4 | $1.82M | Buy |
17,257
+656
| +4% | +$69.3K | 0.01% | 429 |
|
2016
Q3 | $1.77M | Buy |
16,601
+5,277
| +47% | +$561K | 0.01% | 410 |
|
2016
Q2 | $1.15M | Sell |
11,324
-339
| -3% | -$34.5K | 0.01% | 479 |
|
2016
Q1 | $1.17M | Sell |
11,663
-2,614
| -18% | -$262K | 0.01% | 454 |
|
2015
Q4 | $1.42M | Buy |
14,277
+84
| +0.6% | +$8.38K | 0.01% | 393 |
|
2015
Q3 | $1.38M | Buy |
+14,193
| New | +$1.38M | 0.01% | 387 |
|
2015
Q2 | – | Sell |
-8,790
| Closed | -$949K | – | 2843 |
|
2015
Q1 | $949K | Sell |
8,790
-2,072
| -19% | -$224K | 0.01% | 484 |
|
2014
Q4 | $1.1M | Buy |
10,862
+2,851
| +36% | +$290K | 0.01% | 421 |
|
2014
Q3 | $771K | Sell |
8,011
-2,816
| -26% | -$271K | 0.01% | 495 |
|
2014
Q2 | $1.04M | Buy |
10,827
+131
| +1% | +$12.6K | 0.01% | 375 |
|
2014
Q1 | $991K | Sell |
10,696
-15,254
| -59% | -$1.41M | 0.01% | 372 |
|
2013
Q4 | $2.34M | Buy |
25,950
+17,047
| +191% | +$1.54M | 0.04% | 162 |
|
2013
Q3 | $759K | Buy |
8,903
+5,191
| +140% | +$443K | 0.02% | 326 |
|
2013
Q2 | $290K | Buy |
+3,712
| New | +$290K | 0.01% | 553 |
|