ERn Financial LLC’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 | $2.43M | Sell |
8,540
-121
| -1% | -$34.4K | 0.51% | 48 |
|
|
2025
Q1 | $2.12M | Sell |
8,661
-575
| -6% | -$141K | 0.33% | 60 |
|
|
2024
Q4 | $2.34M | Sell |
9,236
-60
| -0.6% | -$15.2K | 0.35% | 58 |
|
|
2024
Q3 | $2.26M | Sell |
9,296
-81
| -0.9% | -$19.7K | 0.34% | 61 |
|
|
2024
Q2 | $2.15M | Sell |
9,377
-72
| -0.8% | -$16.5K | 0.36% | 59 |
|
|
2024
Q1 | $2.23M | Sell |
9,449
-68
| -0.7% | -$16K | 0.39% | 57 |
|
|
2023
Q4 | $2.05M | Sell |
9,517
-55
| -0.6% | -$11.8K | 0.39% | 57 |
|
|
2023
Q3 | $1.86M | Buy |
9,572
+170
| +2% | +$33.1K | 0.4% | 56 |
|
|
2023
Q2 | $1.93M | Buy |
9,402
+30
| +0.3% | +$6.17K | 0.41% | 54 |
|
|
2023
Q1 | $1.83M | Buy |
9,372
+241
| +3% | +$47K | 0.4% | 56 |
|
|
2022
Q4 | $1.64M | Sell |
9,131
-125
| -1% | -$22.5K | 0.37% | 63 |
|
|
2022
Q3 | $1.58M | Buy |
9,256
+252
| +3% | +$43K | 0.4% | 61 |
|
|
2022
Q2 | $1.58M | Sell |
9,004
-172
| -2% | -$30.2K | 0.39% | 61 |
|
|
2022
Q1 | $2.05M | Buy |
9,176
+289
| +3% | +$64.4K | 0.45% | 59 |
|
|
2021
Q4 | $2.26M | Sell |
8,887
-76
| -0.8% | -$19.4K | 0.51% | 57 |
|
|
2021
Q3 | $2.12M | Buy |
8,963
+12
| +0.1% | +$2.84K | 0.54% | 51 |
|
|
2021
Q2 | $2.12M | Buy |
8,951
+52
| +0.6% | +$12.3K | 0.75% | 38 |
|
|
2021
Q1 | $1.91M | Sell |
8,899
-972
| -10% | -$209K | 0.74% | 39 |
|
|
2020
Q4 | $2.09M | Sell |
9,871
-792
| -7% | -$168K | 0.86% | 35 |
|
|
2020
Q3 | $1.92M | Sell |
10,663
-6
| -0.1% | -$1.08K | 0.9% | 30 |
|
|
2020
Q2 | $1.76M | Sell |
10,669
-92
| -0.9% | -$15.2K | 0.89% | 32 |
|
|
2020
Q1 | $1.36M | Buy |
10,761
+8,158
| +313% | +$1.03M | 0.9% | 30 |
|
|
2019
Q4 | $413K | Sell |
2,603
-26
| -1% | -$4.13K | 0.24% | 42 |
|
|
2019
Q3 | $389K | Hold |
2,629
| – | – | 0.28% | 35 |
|
|
2019
Q2 | $393K | Sell |
2,629
-4,554
| -63% | -$681K | 0.3% | 36 |
|
|
2019
Q1 | $1.04M | Hold |
7,183
| – | – | 0.63% | 26 |
|
|
2018
Q4 | $860K | Buy |
+7,183
| New | +$860K | 0.77% | 24 |
|