Curi RMB Capital’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 | $502K | Buy |
+1,764
| New | +$502K | 0.01% | 509 |
|
2020
Q1 | – | Sell |
-1,625
| Closed | -$258K | – | 765 |
|
2019
Q4 | $258K | Hold |
1,625
| – | – | 0.01% | 568 |
|
2019
Q3 | $241K | Sell |
1,625
-35
| -2% | -$5.19K | 0.01% | 609 |
|
2019
Q2 | $248K | Sell |
1,660
-1,725
| -51% | -$258K | 0.01% | 628 |
|
2019
Q1 | $483K | Hold |
3,385
| – | – | 0.01% | 547 |
|
2018
Q4 | $405K | Hold |
3,385
| – | – | 0.01% | 656 |
|
2018
Q3 | $482K | Buy |
3,385
+1,725
| +104% | +$246K | 0.01% | 610 |
|
2018
Q2 | $223K | Buy |
1,660
+110
| +7% | +$14.8K | 0.01% | 777 |
|
2018
Q1 | $201K | Buy |
+1,550
| New | +$201K | 0.01% | 792 |
|