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 |
|