DIP
Davis Investment Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
50,482
-1,255
| -2% | -$355K | 5.11% | 4 |
|
|
2025
Q1 | $12.2M | Sell |
51,737
-2,789
| -5% | -$657K | 5.39% | 4 |
|
|
2024
Q4 | $14M | Sell |
54,526
-2,771
| -5% | -$710K | 5.89% | 4 |
|
|
2024
Q3 | $13.9M | Sell |
57,297
-1,051
| -2% | -$255K | 5.82% | 4 |
|
|
2024
Q2 | $13.7M | Sell |
58,348
-4,063
| -7% | -$956K | 5.65% | 4 |
|
|
2024
Q1 | $14.4M | Sell |
62,411
-2,679
| -4% | -$619K | 6.31% | 4 |
|
|
2023
Q4 | $13.8M | Sell |
65,090
-2,530
| -4% | -$537K | 6.69% | 4 |
|
|
2023
Q3 | $12.9M | Sell |
67,620
-1,578
| -2% | -$302K | 6.88% | 3 |
|
|
2023
Q2 | $14.6M | Sell |
69,198
-3,976
| -5% | -$839K | 6.97% | 3 |
|
|
2023
Q1 | $14.1M | Sell |
73,174
-413
| -0.6% | -$79.6K | 7.47% | 3 |
|
|
2022
Q4 | $14.6M | Buy |
+73,587
| New | +$14.6M | 7.38% | 3 |
|