EWM
Empirical Wealth Management’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 | $8.98M | Buy |
31,567
+2,362
| +8% | +$672K | 0.2% | 97 |
|
|
2025
Q1 | $7.14M | Buy |
29,205
+4,201
| +17% | +$1.03M | 0.18% | 101 |
|
|
2024
Q4 | $6.34M | Buy |
25,004
+2,408
| +11% | +$611K | 0.17% | 104 |
|
|
2024
Q3 | $5.5M | Buy |
22,596
+12,744
| +129% | +$3.1M | 0.15% | 112 |
|
|
2024
Q2 | $2.26M | Buy |
9,852
+2,114
| +27% | +$485K | 0.07% | 167 |
|
|
2024
Q1 | $1.82M | Buy |
7,738
+772
| +11% | +$182K | 0.06% | 187 |
|
|
2023
Q4 | $1.53M | Buy |
6,966
+1,818
| +35% | +$399K | 0.05% | 194 |
|
|
2023
Q3 | $1M | Buy |
5,148
+1,405
| +38% | +$274K | 0.04% | 224 |
|
|
2023
Q2 | $770K | Buy |
3,743
+660
| +21% | +$136K | 0.03% | 252 |
|
|
2023
Q1 | $601K | Buy |
3,083
+130
| +4% | +$25.3K | 0.03% | 302 |
|
|
2022
Q4 | $531K | Buy |
2,953
+234
| +9% | +$42.1K | 0.03% | 300 |
|
|
2022
Q3 | $464K | Buy |
2,719
+58
| +2% | +$9.9K | 0.02% | 311 |
|
|
2022
Q2 | $467K | Sell |
2,661
-285
| -10% | -$50K | 0.02% | 308 |
|
|
2022
Q1 | $656K | Sell |
2,946
-809
| -22% | -$180K | 0.03% | 279 |
|
|
2021
Q4 | $956K | Buy |
3,755
+2
| +0.1% | +$509 | 0.05% | 231 |
|
|
2021
Q3 | $887K | Buy |
3,753
+832
| +28% | +$197K | 0.05% | 215 |
|
|
2021
Q2 | $690K | Sell |
2,921
-35
| -1% | -$8.27K | 0.04% | 238 |
|
|
2021
Q1 | $634K | Buy |
2,956
+605
| +26% | +$130K | 0.05% | 215 |
|
|
2020
Q4 | $499K | Buy |
2,351
+428
| +22% | +$90.8K | 0.04% | 249 |
|
|
2020
Q3 | $346K | Buy |
+1,923
| New | +$346K | 0.03% | 261 |
|