Envision Financial Planning’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 | $1.81M | Sell |
6,354
-1
| -0% | -$284 | 0.85% | 22 |
|
|
2025
Q1 | $1.55M | Sell |
6,355
-370
| -6% | -$90.5K | 0.79% | 23 |
|
|
2024
Q4 | $1.71M | Sell |
6,725
-10
| -0.1% | -$2.54K | 0.88% | 22 |
|
|
2024
Q3 | $1.64M | Sell |
6,735
-11
| -0.2% | -$2.68K | 0.86% | 22 |
|
|
2024
Q2 | $1.55M | Sell |
6,746
-59
| -0.9% | -$13.5K | 1.18% | 19 |
|
|
2024
Q1 | $1.6M | Sell |
6,805
-1,042
| -13% | -$246K | 1.3% | 19 |
|
|
2023
Q4 | $1.72M | Buy |
7,847
+47
| +0.6% | +$10.3K | 1.51% | 18 |
|
|
2023
Q3 | $1.52M | Buy |
+7,800
| New | +$1.52M | 1.5% | 18 |
|