Financial Perspectives’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 | $219K | Sell |
770
-42
| -5% | -$11.9K | 0.07% | 140 |
|
|
2025
Q1 | $199K | Hold |
812
| – | – | 0.07% | 140 |
|
|
2024
Q4 | $206K | Hold |
812
| – | – | 0.07% | 137 |
|
|
2024
Q3 | $198K | Hold |
812
| – | – | 0.07% | 139 |
|
|
2024
Q2 | $186K | Hold |
812
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $191K | Hold |
812
| – | – | 0.07% | 143 |
|
|
2023
Q4 | $178K | Hold |
812
| – | – | 0.07% | 146 |
|
|
2023
Q3 | $158K | Hold |
812
| – | – | 0.07% | 146 |
|
|
2023
Q2 | $167K | Hold |
812
| – | – | 0.07% | 141 |
|
|
2023
Q1 | $158K | Hold |
812
| – | – | 0.08% | 144 |
|
|
2022
Q4 | $146K | Hold |
812
| – | – | 0.07% | 142 |
|
|
2022
Q3 | $138K | Hold |
812
| – | – | 0.08% | 142 |
|
|
2022
Q2 | $142K | Hold |
812
| – | – | 0.08% | 141 |
|
|
2022
Q1 | $181K | Hold |
812
| – | – | 0.08% | 137 |
|
|
2021
Q4 | $207K | Hold |
812
| – | – | 0.1% | 123 |
|
|
2021
Q3 | $192K | Hold |
812
| – | – | 0.1% | 123 |
|
|
2021
Q2 | $192K | Sell |
812
-173,435
| -100% | -$41M | 0.09% | 128 |
|
|
2021
Q1 | $812K | Buy |
174,247
+173,435
| +21,359% | +$808K | 0.04% | 229 |
|
|
2020
Q4 | $172K | Hold |
812
| – | – | 0.1% | 129 |
|
|
2020
Q3 | $146K | Hold |
812
| – | – | 0.1% | 122 |
|
|
2020
Q2 | $134K | Hold |
812
| – | – | 0.1% | 118 |
|
|
2020
Q1 | $103K | Hold |
812
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $129K | Buy |
+812
| New | +$129K | 0.09% | 107 |
|