Financial Advocates Investment Management’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 | $388K | Sell |
1,363
-3,086
| -69% | -$878K | 0.03% | 427 |
|
|
2025
Q1 | $1.09M | Sell |
4,449
-5,474
| -55% | -$1.34M | 0.08% | 262 |
|
|
2024
Q4 | $2.52M | Sell |
9,923
-7,352
| -43% | -$1.87M | 0.14% | 155 |
|
|
2024
Q3 | $4.52M | Buy |
17,275
+7,781
| +82% | +$2.04M | 0.26% | 94 |
|
|
2024
Q2 | $2.18M | Sell |
9,494
-324
| -3% | -$74.4K | 0.14% | 164 |
|
|
2024
Q1 | $2.38M | Sell |
9,818
-589
| -6% | -$143K | 0.14% | 163 |
|
|
2023
Q4 | $2.23M | Sell |
10,407
-8,169
| -44% | -$1.75M | 0.15% | 159 |
|
|
2023
Q3 | $3.78M | Buy |
18,576
+8,584
| +86% | +$1.75M | 0.27% | 89 |
|
|
2023
Q2 | $2.06M | Sell |
9,992
-339
| -3% | -$69.8K | 0.15% | 158 |
|
|
2023
Q1 | $2.01M | Sell |
10,331
-5,122
| -33% | -$998K | 0.14% | 163 |
|
|
2022
Q4 | $2.78M | Sell |
15,453
-2,239
| -13% | -$402K | 0.21% | 122 |
|
|
2022
Q3 | $3.02M | Buy |
17,692
+496
| +3% | +$84.6K | 0.25% | 105 |
|
|
2022
Q2 | $3.02M | Sell |
17,196
-156
| -0.9% | -$27.4K | 0.24% | 104 |
|
|
2022
Q1 | $3.87M | Buy |
17,352
+444
| +3% | +$98.9K | 0.25% | 98 |
|
|
2021
Q4 | $4.31M | Buy |
16,908
+242
| +1% | +$61.6K | 0.27% | 86 |
|
|
2021
Q3 | $3.94M | Buy |
16,666
+256
| +2% | +$60.5K | 0.27% | 96 |
|
|
2021
Q2 | $3.88M | Buy |
16,410
+662
| +4% | +$156K | 0.26% | 84 |
|
|
2021
Q1 | $3.38M | Buy |
15,748
+1,214
| +8% | +$260K | 0.24% | 88 |
|
|
2020
Q4 | $3.1M | Buy |
14,534
+2,650
| +22% | +$564K | 0.21% | 103 |
|
|
2020
Q3 | $2.14M | Sell |
11,884
-53
| -0.4% | -$9.54K | 0.18% | 113 |
|
|
2020
Q2 | $1.97M | Sell |
11,937
-748
| -6% | -$124K | 0.19% | 123 |
|
|
2020
Q1 | $1.61M | Buy |
12,685
+699
| +6% | +$88.6K | 0.23% | 119 |
|
|
2019
Q4 | $1.9M | Buy |
11,986
+1,097
| +10% | +$174K | 0.2% | 121 |
|
|
2019
Q3 | $1.61M | Sell |
10,889
-13,065
| -55% | -$1.94M | 0.18% | 130 |
|
|
2019
Q2 | $3.58M | Buy |
23,954
+1,124
| +5% | +$168K | 0.41% | 58 |
|
|
2019
Q1 | $3.26M | Buy |
22,830
+376
| +2% | +$53.7K | 0.41% | 68 |
|
|
2018
Q4 | $2.69M | Sell |
22,454
-56,934
| -72% | -$6.82M | 0.37% | 76 |
|
|
2018
Q3 | $11.3M | Sell |
79,388
-19,127
| -19% | -$2.73M | 1.26% | 13 |
|
|
2018
Q2 | $13.3M | Buy |
98,515
+2,957
| +3% | +$398K | 1.61% | 8 |
|
|
2018
Q1 | $12.4M | Buy |
95,558
+2,535
| +3% | +$329K | 1.61% | 10 |
|
|
2017
Q4 | $11.9M | Buy |
+93,023
| New | +$11.9M | 1.62% | 10 |
|