Fingerlakes Wealth 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 | $2.68M | Buy |
9,427
+16
| +0.2% | +$4.55K | 2% | 13 |
|
|
2025
Q1 | $2.3M | Sell |
9,411
-257
| -3% | -$62.9K | 1.96% | 14 |
|
|
2024
Q4 | $2.45M | Buy |
9,668
+126
| +1% | +$32K | 1.98% | 14 |
|
|
2024
Q3 | $2.32M | Sell |
9,542
-71
| -0.7% | -$17.3K | 1.93% | 17 |
|
|
2024
Q2 | $2.21M | Buy |
9,613
+840
| +10% | +$193K | 1.98% | 16 |
|
|
2024
Q1 | $2.07M | Buy |
8,773
+429
| +5% | +$101K | 2% | 17 |
|
|
2023
Q4 | $1.83M | Buy |
8,344
+431
| +5% | +$94.6K | 1.97% | 15 |
|
|
2023
Q3 | $1.54M | Buy |
7,913
+53
| +0.7% | +$10.3K | 1.88% | 16 |
|
|
2023
Q2 | $1.62M | Buy |
7,860
+125
| +2% | +$25.7K | 1.85% | 16 |
|
|
2023
Q1 | $1.51M | Buy |
7,735
+632
| +9% | +$123K | 1.88% | 14 |
|
|
2022
Q4 | $1.28M | Sell |
7,103
-246
| -3% | -$44.2K | 1.76% | 17 |
|
|
2022
Q3 | $1.25M | Buy |
7,349
+735
| +11% | +$125K | 1.83% | 15 |
|
|
2022
Q2 | $1.16M | Buy |
6,614
+872
| +15% | +$153K | 1.59% | 19 |
|
|
2022
Q1 | $1.28M | Buy |
5,742
+272
| +5% | +$60.6K | 1.5% | 18 |
|
|
2021
Q4 | $1.4M | Buy |
+5,470
| New | +$1.4M | 1.57% | 18 |
|