Everhart Financial Group’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 | $6.44M | Buy |
22,659
+2,376
| +12% | +$676K | 0.74% | 19 |
|
|
2025
Q1 | $4.96M | Buy |
20,283
+2,337
| +13% | +$572K | 0.68% | 19 |
|
|
2024
Q4 | $4.55M | Buy |
17,946
+714
| +4% | +$181K | 0.94% | 20 |
|
|
2024
Q3 | $4.2M | Sell |
17,232
-79
| -0.5% | -$19.2K | 0.93% | 19 |
|
|
2024
Q2 | $3.97M | Buy |
17,311
+632
| +4% | +$145K | 1.03% | 18 |
|
|
2024
Q1 | $3.93M | Buy |
16,679
+869
| +5% | +$205K | 1.15% | 15 |
|
|
2023
Q4 | $3.47M | Buy |
15,810
+432
| +3% | +$94.9K | 1.23% | 14 |
|
|
2023
Q3 | $3M | Sell |
15,378
-229
| -1% | -$44.6K | 1.27% | 15 |
|
|
2023
Q2 | $3.13M | Buy |
15,607
+1,901
| +14% | +$381K | 1.3% | 18 |
|
|
2023
Q1 | $2.67M | Buy |
13,706
+814
| +6% | +$159K | 1.2% | 18 |
|
|
2022
Q4 | $2.32M | Buy |
12,892
+56
| +0.4% | +$10.1K | 1.16% | 20 |
|
|
2022
Q3 | $2.19M | Buy |
12,836
+1,191
| +10% | +$203K | 1.21% | 21 |
|
|
2022
Q2 | $2.04M | Sell |
11,645
-1,532
| -12% | -$269K | 1.24% | 18 |
|
|
2022
Q1 | $2.94M | Buy |
13,177
+267
| +2% | +$59.5K | 1.7% | 17 |
|
|
2021
Q4 | $3.29M | Buy |
12,910
+86
| +0.7% | +$21.9K | 1.98% | 14 |
|
|
2021
Q3 | $3.03M | Buy |
12,824
+411
| +3% | +$97.1K | 2.08% | 15 |
|
|
2021
Q2 | $2.93M | Buy |
12,413
+163
| +1% | +$38.5K | 2.02% | 15 |
|
|
2021
Q1 | $2.63M | Sell |
12,250
-603
| -5% | -$129K | 2.31% | 11 |
|
|
2020
Q4 | $2.73M | Buy |
+12,853
| New | +$2.73M | 2.52% | 11 |
|