Crestwood Advisors Group’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 | $3.26M | Sell |
11,455
-244
| -2% | -$69.4K | 0.06% | 166 |
|
|
2025
Q1 | $2.86M | Buy |
11,699
+1,709
| +17% | +$418K | 0.05% | 171 |
|
|
2024
Q4 | $2.53M | Buy |
9,990
+10
| +0.1% | +$2.54K | 0.05% | 169 |
|
|
2024
Q3 | $2.43M | Buy |
9,980
+314
| +3% | +$76.5K | 0.05% | 172 |
|
|
2024
Q2 | $2.22M | Buy |
9,666
+448
| +5% | +$103K | 0.05% | 168 |
|
|
2024
Q1 | $2.17M | Buy |
9,218
+3,122
| +51% | +$736K | 0.05% | 163 |
|
|
2023
Q4 | $1.34M | Buy |
6,096
+240
| +4% | +$52.7K | 0.03% | 189 |
|
|
2023
Q3 | $1.14M | Buy |
5,856
+1,359
| +30% | +$265K | 0.03% | 184 |
|
|
2023
Q2 | $925K | Buy |
4,497
+137
| +3% | +$28.2K | 0.03% | 145 |
|
|
2023
Q1 | $850K | Buy |
4,360
+575
| +15% | +$112K | 0.03% | 150 |
|
|
2022
Q4 | $680K | Sell |
3,785
-105
| -3% | -$18.9K | 0.02% | 164 |
|
|
2022
Q3 | $663K | Sell |
3,890
-25
| -0.6% | -$4.26K | 0.02% | 169 |
|
|
2022
Q2 | $687K | Sell |
3,915
-10
| -0.3% | -$1.76K | 0.02% | 166 |
|
|
2022
Q1 | $875K | Sell |
3,925
-60
| -2% | -$13.4K | 0.02% | 164 |
|
|
2021
Q4 | $1.02M | Buy |
3,985
+425
| +12% | +$108K | 0.03% | 162 |
|
|
2021
Q3 | $841K | Buy |
3,560
+20
| +0.6% | +$4.73K | 0.02% | 162 |
|
|
2021
Q2 | $837K | Sell |
3,540
-25
| -0.7% | -$5.91K | 0.02% | 165 |
|
|
2021
Q1 | $765K | Sell |
3,565
-25
| -0.7% | -$5.37K | 0.02% | 164 |
|
|
2020
Q4 | $761K | Sell |
3,590
-36
| -1% | -$7.63K | 0.03% | 159 |
|
|
2020
Q3 | $653K | Buy |
3,626
+282
| +8% | +$50.8K | 0.02% | 150 |
|
|
2020
Q2 | $552K | Sell |
3,344
-1,125
| -25% | -$186K | 0.02% | 158 |
|
|
2020
Q1 | $566K | Sell |
4,469
-175
| -4% | -$22.2K | 0.03% | 143 |
|
|
2019
Q4 | $737K | Hold |
4,644
| – | – | 0.03% | 152 |
|
|
2019
Q3 | $688K | Buy |
4,644
+694
| +18% | +$103K | 0.03% | 149 |
|
|
2019
Q2 | $590K | Buy |
+3,950
| New | +$590K | 0.03% | 152 |
|
|
2017
Q2 | – | Sell |
-290
| Closed | -$34K | – | 426 |
|
|
2017
Q1 | $34K | Buy |
+290
| New | +$34K | ﹤0.01% | 308 |
|