Frisch Financial Group’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 | $1.77M | Sell |
6,202
-94
| -1% | -$26.8K | 0.43% | 38 |
|
2025
Q1 | $1.54M | Sell |
6,296
-759
| -11% | -$186K | 0.43% | 38 |
|
2024
Q4 | $1.79M | Sell |
7,055
-32
| -0.5% | -$8.12K | 0.54% | 32 |
|
2024
Q3 | $1.73M | Sell |
7,087
-119
| -2% | -$29K | 0.52% | 32 |
|
2024
Q2 | $1.65M | Sell |
7,206
-110
| -2% | -$25.2K | 0.5% | 31 |
|
2024
Q1 | $1.73M | Sell |
7,316
-470
| -6% | -$111K | 0.57% | 29 |
|
2023
Q4 | $1.71M | Buy |
7,786
+1,842
| +31% | +$405K | 0.64% | 30 |
|
2023
Q3 | $1.16M | Sell |
5,944
-1,858
| -24% | -$362K | 0.47% | 37 |
|
2023
Q2 | $1.61M | Sell |
7,802
-4,531
| -37% | -$932K | 0.77% | 27 |
|
2023
Q1 | $2.4M | Sell |
12,333
-1,742
| -12% | -$340K | 0.93% | 28 |
|
2022
Q4 | $2.53M | Buy |
+14,075
| New | +$2.53M | 0.95% | 29 |
|