Evermay Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Hold |
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|
2025
Q1 | $77.4K | Sell |
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|
2024
Q4 | $82.8K | Sell |
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|
2024
Q3 | $195K | Sell |
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|
2024
Q2 | $383K | Hold |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $27.9K | Hold |
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|
2023
Q3 | $24.7K | Hold |
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|
2023
Q2 | $26.1K | Buy |
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|
2023
Q1 | $16.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Hold |
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|
2022
Q1 | $25K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Buy |
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