Evergreen Wealth Management’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 | $1.33M | Sell |
4,679
-114
| -2% | -$32.4K | 0.75% | 39 |
|
|
2025
Q1 | $1.17M | Sell |
4,793
-116
| -2% | -$28.4K | 0.7% | 42 |
|
|
2024
Q4 | $1.25M | Buy |
4,909
+6
| +0.1% | +$1.52K | 0.74% | 43 |
|
|
2024
Q3 | $1.19M | Sell |
4,903
-579
| -11% | -$141K | 0.72% | 44 |
|
|
2024
Q2 | $1.26M | Hold |
5,482
| – | – | 0.83% | 41 |
|
|
2024
Q1 | $1.29M | Hold |
5,482
| – | – | 0.88% | 40 |
|
|
2023
Q4 | $1.2M | Sell |
5,482
-820
| -13% | -$180K | 0.89% | 40 |
|
|
2023
Q3 | $1.23M | Sell |
6,302
-120
| -2% | -$23.4K | 0.97% | 40 |
|
|
2023
Q2 | $1.29M | Sell |
6,422
-11
| -0.2% | -$2.21K | 1.01% | 36 |
|
|
2023
Q1 | $1.22M | Sell |
6,433
-4,193
| -39% | -$798K | 1.09% | 35 |
|
|
2022
Q4 | $1.1M | Buy |
+10,626
| New | +$1.1M | 1.01% | 37 |
|