EWM
Evermay Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.9K | Hold |
316
| – | – | 0.01% | 278 |
|
|
2025
Q1 | $77.4K | Sell |
316
-10
| -3% | -$2.45K | 0.01% | 289 |
|
|
2024
Q4 | $82.8K | Sell |
326
-475
| -59% | -$121K | 0.01% | 271 |
|
|
2024
Q3 | $195K | Sell |
801
-866
| -52% | -$211K | 0.03% | 199 |
|
|
2024
Q2 | $383K | Hold |
1,667
| – | – | 0.06% | 145 |
|
|
2024
Q1 | $393K | Buy |
1,667
+1,540
| +1,213% | +$363K | 0.06% | 148 |
|
|
2023
Q4 | $27.9K | Hold |
127
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $24.7K | Hold |
127
| – | – | 0.01% | 363 |
|
|
2023
Q2 | $26.1K | Buy |
127
+44
| +53% | +$9.05K | 0.01% | 360 |
|
|
2023
Q1 | $16.2K | Buy |
+83
| New | +$16.2K | ﹤0.01% | 377 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$19K | – | 565 |
|
|
2022
Q2 | $19K | Hold |
110
| – | – | ﹤0.01% | 345 |
|
|
2022
Q1 | $25K | Hold |
110
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $28K | Hold |
110
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $26K | Hold |
110
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $26K | Buy |
+110
| New | +$26K | ﹤0.01% | 340 |
|