Exencial Wealth Advisors’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 | $439K | Buy |
1,544
+4
| +0.3% | +$1.14K | 0.02% | 383 |
|
|
2025
Q1 | $377K | Buy |
1,540
+19
| +1% | +$4.65K | 0.01% | 398 |
|
|
2024
Q4 | $386K | Sell |
1,521
-15
| -1% | -$3.81K | 0.01% | 390 |
|
|
2024
Q3 | $374K | Hold |
1,536
| – | – | 0.01% | 400 |
|
|
2024
Q2 | $353K | Buy |
1,536
+367
| +31% | +$84.2K | 0.01% | 401 |
|
|
2024
Q1 | $276K | Buy |
+1,169
| New | +$276K | 0.01% | 438 |
|