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