CreativeOne 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 | $895K | Buy |
3,148
+507
| +19% | +$144K | 0.02% | 565 |
|
2025
Q1 | $646K | Sell |
2,641
-884
| -25% | -$216K | 0.02% | 609 |
|
2024
Q4 | $895K | Buy |
3,525
+576
| +20% | +$146K | 0.03% | 505 |
|
2024
Q3 | $718K | Buy |
2,949
+879
| +42% | +$214K | 0.02% | 522 |
|
2024
Q2 | $475K | Sell |
2,070
-909
| -31% | -$209K | 0.02% | 490 |
|
2024
Q1 | $703K | Buy |
2,979
+1,649
| +124% | +$389K | 0.03% | 468 |
|
2023
Q4 | $292K | Sell |
1,330
-1,805
| -58% | -$396K | 0.02% | 514 |
|
2023
Q3 | $611K | Sell |
3,135
-861
| -22% | -$168K | 0.04% | 305 |
|
2023
Q2 | $822K | Buy |
3,996
+2,860
| +252% | +$588K | 0.04% | 366 |
|
2023
Q1 | $221K | Buy |
+1,136
| New | +$221K | 0.01% | 722 |
|
2022
Q1 | – | Sell |
-3,645
| Closed | -$928K | – | 826 |
|
2021
Q4 | $928K | Buy |
+3,645
| New | +$928K | 0.05% | 302 |
|