Fee-Only Financial Planning’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 | $2.03M | Sell |
7,150
-5
| -0.1% | -$1.42K | 1.26% | 12 |
|
2025
Q1 | $1.75M | Buy |
7,155
+95
| +1% | +$23.2K | 1.19% | 12 |
|
2024
Q4 | $1.79M | Hold |
7,060
| – | – | 1.16% | 12 |
|
2024
Q3 | $1.72M | Hold |
7,060
| – | – | 1.1% | 12 |
|
2024
Q2 | $1.62M | Buy |
7,060
+80
| +1% | +$18.4K | 1.09% | 12 |
|
2024
Q1 | $1.65M | Sell |
6,980
-70
| -1% | -$16.5K | 1.11% | 12 |
|
2023
Q4 | $1.55M | Buy |
7,050
+290
| +4% | +$63.7K | 1.12% | 12 |
|
2023
Q3 | $1.32M | Buy |
6,760
+925
| +16% | +$180K | 1.06% | 12 |
|
2023
Q2 | $1.2M | Hold |
5,835
| – | – | 0.92% | 13 |
|
2023
Q1 | $1.14M | Sell |
5,835
-875
| -13% | -$171K | 0.92% | 13 |
|
2022
Q4 | $1.21M | Buy |
+6,710
| New | +$1.21M | 1.01% | 13 |
|