Dakota Wealth Management’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
$24.4M Buy
85,688
+5,883
+7% +$1.67M 0.51% 43
2025
Q1
$19.5M Buy
79,805
+2,705
+4% +$662K 0.46% 45
2024
Q4
$19.6M Buy
77,100
+5,420
+8% +$1.38M 0.45% 43
2024
Q3
$17.5M Buy
71,680
+15,496
+28% +$3.77M 0.39% 48
2024
Q2
$12.9M Buy
56,184
+35,396
+170% +$8.13M 0.3% 71
2024
Q1
$4.9M Buy
+20,788
New +$4.9M 0.12% 156
2023
Q1
Sell
-1,187
Closed -$213K 642
2022
Q4
$213K Buy
+1,187
New +$213K 0.02% 532
2022
Q1
Sell
-811
Closed -$207K 481
2021
Q4
$207K Buy
+811
New +$207K 0.02% 351