FM
Family 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 | $1.79M | Sell |
6,282
-567
| -8% | -$161K | 0.27% | 74 |
|
|
2025
Q1 | $1.68M | Buy |
6,849
+794
| +13% | +$194K | 0.27% | 74 |
|
|
2024
Q4 | $1.52M | Buy |
6,055
+943
| +18% | +$237K | 0.24% | 76 |
|
|
2024
Q3 | $1.24M | Sell |
5,112
-1,469
| -22% | -$358K | 0.21% | 75 |
|
|
2024
Q2 | $1.51M | Sell |
6,581
-127
| -2% | -$29.2K | 0.27% | 67 |
|
|
2024
Q1 | $1.58M | Sell |
6,708
-133
| -2% | -$31.4K | 0.29% | 66 |
|
|
2023
Q4 | $1.5M | Sell |
6,841
-319
| -4% | -$70K | 0.31% | 60 |
|
|
2023
Q3 | $1.39M | Buy |
7,160
+6,281
| +715% | +$1.22M | 0.32% | 55 |
|
|
2023
Q2 | $181K | Hold |
879
| – | – | 0.04% | 136 |
|
|
2023
Q1 | $171K | Hold |
879
| – | – | 0.04% | 123 |
|
|
2022
Q4 | $158K | Hold |
879
| – | – | 0.04% | 138 |
|
|
2022
Q3 | $150K | Hold |
879
| – | – | 0.04% | 133 |
|
|
2022
Q2 | $154K | Sell |
879
-466
| -35% | -$81.6K | 0.04% | 146 |
|
|
2022
Q1 | $300K | Sell |
1,345
-70
| -5% | -$15.6K | 0.08% | 129 |
|
|
2021
Q4 | $360K | Sell |
1,415
-15
| -1% | -$3.82K | 0.09% | 126 |
|
|
2021
Q3 | $338K | Hold |
1,430
| – | – | 0.09% | 126 |
|
|
2021
Q2 | $338K | Hold |
1,430
| – | – | 0.09% | 134 |
|
|
2021
Q1 | $307K | Hold |
1,430
| – | – | 0.1% | 115 |
|
|
2020
Q4 | $303K | Hold |
1,430
| – | – | 0.1% | 115 |
|
|
2020
Q3 | $258K | Sell |
1,430
-553
| -28% | -$99.8K | 0.11% | 99 |
|
|
2020
Q2 | $327K | Buy |
1,983
+833
| +72% | +$137K | 0.13% | 100 |
|
|
2020
Q1 | $146K | Sell |
1,150
-200
| -15% | -$25.4K | 0.07% | 133 |
|
|
2019
Q4 | $214K | Sell |
1,350
-685
| -34% | -$109K | 0.07% | 141 |
|
|
2019
Q3 | $301K | Buy |
+2,035
| New | +$301K | 0.11% | 105 |
|