Dynamic Advisor Solutions’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 | $3.2M | Buy |
11,264
+23
| +0.2% | +$6.54K | 0.1% | 222 |
|
|
2025
Q1 | $2.75M | Buy |
+11,241
| New | +$2.75M | 0.09% | 224 |
|
|
2024
Q4 | – | Sell |
-10,477
| Closed | -$2.55M | – | 888 |
|
|
2024
Q3 | $2.55M | Buy |
10,477
+318
| +3% | +$77.4K | 0.08% | 260 |
|
|
2024
Q2 | $2.33M | Buy |
10,159
+6,923
| +214% | +$1.59M | 0.07% | 276 |
|
|
2024
Q1 | $763K | Sell |
3,236
-107
| -3% | -$25.2K | 0.03% | 498 |
|
|
2023
Q4 | $709K | Sell |
3,343
-98
| -3% | -$20.8K | 0.03% | 491 |
|
|
2023
Q3 | $670K | Buy |
3,441
+254
| +8% | +$49.5K | 0.03% | 449 |
|
|
2023
Q2 | $656K | Sell |
3,187
-82
| -3% | -$16.9K | 0.03% | 434 |
|
|
2023
Q1 | $637K | Sell |
3,269
-1,146
| -26% | -$223K | 0.04% | 413 |
|
|
2022
Q4 | $794K | Sell |
4,415
-315
| -7% | -$56.6K | 0.05% | 320 |
|
|
2022
Q3 | $807K | Sell |
4,730
-56
| -1% | -$9.55K | 0.06% | 288 |
|
|
2022
Q2 | $839K | Sell |
4,786
-84
| -2% | -$14.7K | 0.06% | 281 |
|
|
2022
Q1 | $1.09M | Sell |
4,870
-309
| -6% | -$68.8K | 0.08% | 250 |
|
|
2021
Q4 | $1.32M | Buy |
5,179
+613
| +13% | +$156K | 0.09% | 224 |
|
|
2021
Q3 | $1.08M | Sell |
4,566
-389
| -8% | -$91.9K | 0.08% | 275 |
|
|
2021
Q2 | $1.17M | Buy |
4,955
+193
| +4% | +$45.6K | 0.09% | 247 |
|
|
2021
Q1 | $1.02M | Buy |
4,762
+215
| +5% | +$46.1K | 0.09% | 242 |
|
|
2020
Q4 | $964K | Buy |
4,547
+553
| +14% | +$117K | 0.09% | 246 |
|
|
2020
Q3 | $719K | Buy |
3,994
+2,509
| +169% | +$452K | 0.08% | 256 |
|
|
2020
Q2 | $245K | Buy |
+1,485
| New | +$245K | 0.03% | 425 |
|