Financial Counselors Inc’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 | – | Sell |
-32,752
| Closed | -$8.01M | – | 528 |
|
2025
Q1 | $8.01M | Buy |
32,752
+2,452
| +8% | +$600K | 0.12% | 160 |
|
2024
Q4 | $7.69M | Buy |
30,300
+1,012
| +3% | +$257K | 0.11% | 162 |
|
2024
Q3 | $7.13M | Buy |
29,288
+1,207
| +4% | +$294K | 0.11% | 164 |
|
2024
Q2 | $6.45M | Buy |
28,081
+408
| +1% | +$93.7K | 0.1% | 165 |
|
2024
Q1 | $6.53M | Sell |
27,673
-324
| -1% | -$76.4K | 0.11% | 168 |
|
2023
Q4 | $6.15M | Buy |
27,997
+1,996
| +8% | +$438K | 0.11% | 168 |
|
2023
Q3 | $5.06M | Buy |
26,001
+1,299
| +5% | +$253K | 0.1% | 174 |
|
2023
Q2 | $5.08M | Sell |
24,702
-1,104
| -4% | -$227K | 0.1% | 169 |
|
2023
Q1 | $5.03M | Sell |
25,806
-1,309
| -5% | -$255K | 0.11% | 168 |
|
2022
Q4 | $4.87M | Buy |
27,115
+2,528
| +10% | +$454K | 0.11% | 170 |
|
2022
Q3 | $4.19M | Buy |
24,587
+9,175
| +60% | +$1.56M | 0.1% | 177 |
|
2022
Q2 | $2.7M | Sell |
15,412
-3,106
| -17% | -$545K | 0.06% | 217 |
|
2022
Q1 | $4.13M | Buy |
18,518
+1,148
| +7% | +$256K | 0.09% | 195 |
|
2021
Q4 | $4.42M | Buy |
17,370
+1,579
| +10% | +$402K | 0.09% | 190 |
|
2021
Q3 | $3.73M | Buy |
15,791
+27
| +0.2% | +$6.38K | 0.08% | 210 |
|
2021
Q2 | $3.73M | Buy |
15,764
+21
| +0.1% | +$4.96K | 0.08% | 205 |
|
2021
Q1 | $3.38M | Buy |
15,743
+1,208
| +8% | +$259K | 0.08% | 208 |
|
2020
Q4 | $3.08M | Buy |
14,535
+2,705
| +23% | +$574K | 0.08% | 219 |
|
2020
Q3 | $2.13M | Buy |
11,830
+7,154
| +153% | +$1.29M | 0.06% | 229 |
|
2020
Q2 | $772K | Buy |
4,676
+512
| +12% | +$84.5K | 0.02% | 316 |
|
2020
Q1 | $528K | Buy |
4,164
+10
| +0.2% | +$1.27K | 0.02% | 306 |
|
2019
Q4 | $660K | Buy |
4,154
+1,061
| +34% | +$169K | 0.02% | 322 |
|
2019
Q3 | $458K | Buy |
3,093
+1,096
| +55% | +$162K | 0.02% | 355 |
|
2019
Q2 | $298K | Sell |
1,997
-95
| -5% | -$14.2K | 0.01% | 403 |
|
2019
Q1 | $299K | Buy |
2,092
+213
| +11% | +$30.4K | 0.01% | 399 |
|
2018
Q4 | $225K | Sell |
1,879
-1,100
| -37% | -$132K | 0.01% | 414 |
|
2018
Q3 | $425K | Buy |
+2,979
| New | +$425K | 0.02% | 348 |
|
2017
Q4 | – | Sell |
-3,781
| Closed | -$460K | – | 503 |
|
2017
Q3 | $460K | Buy |
+3,781
| New | +$460K | 0.02% | 340 |
|
2015
Q2 | – | Sell |
-5,330
| Closed | -$576K | – | 469 |
|
2015
Q1 | $576K | Buy |
5,330
+1,155
| +28% | +$125K | 0.04% | 309 |
|
2014
Q4 | $424K | Buy |
+4,175
| New | +$424K | 0.03% | 330 |
|