Geneos 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 | $2.2M | Sell |
7,751
-2,709
| -26% | -$770K | 0.05% | 353 |
|
|
2025
Q1 | $3.83M | Buy |
10,460
+5,269
| +102% | +$1.93M | 0.06% | 341 |
|
|
2024
Q4 | $1.32M | Sell |
5,191
-172
| -3% | -$43.6K | 0.05% | 356 |
|
|
2024
Q3 | $1.31M | Buy |
5,363
+3,268
| +156% | +$796K | 0.05% | 350 |
|
|
2024
Q2 | $481K | Buy |
2,095
+64
| +3% | +$14.7K | 0.02% | 503 |
|
|
2024
Q1 | $479K | Sell |
2,031
-17
| -0.8% | -$4.01K | 0.02% | 503 |
|
|
2023
Q4 | $450K | Sell |
2,048
-224
| -10% | -$49.2K | 0.02% | 511 |
|
|
2023
Q3 | $442K | Buy |
2,272
+58
| +3% | +$11.3K | 0.02% | 490 |
|
|
2023
Q2 | $456K | Buy |
2,214
+349
| +19% | +$71.8K | 0.02% | 478 |
|
|
2023
Q1 | $363K | Buy |
1,865
+224
| +14% | +$43.6K | 0.02% | 506 |
|
|
2022
Q4 | $295K | Buy |
1,641
+71
| +5% | +$12.8K | 0.02% | 528 |
|
|
2022
Q3 | $267K | Sell |
1,570
-517
| -25% | -$87.9K | 0.02% | 534 |
|
|
2022
Q2 | $371K | Sell |
2,087
-900
| -30% | -$160K | 0.02% | 581 |
|
|
2022
Q1 | $665K | Sell |
2,987
-802
| -21% | -$179K | 0.03% | 469 |
|
|
2021
Q4 | $964K | Sell |
3,789
-662
| -15% | -$168K | 0.04% | 405 |
|
|
2021
Q3 | $1.06M | Sell |
4,451
-287
| -6% | -$68.6K | 0.04% | 367 |
|
|
2021
Q2 | $1.13M | Sell |
4,738
-7,559
| -61% | -$1.79M | 0.04% | 333 |
|
|
2021
Q1 | $2.77M | Buy |
12,297
+502
| +4% | +$113K | 0.08% | 248 |
|
|
2020
Q4 | $955K | Buy |
11,795
+9,100
| +338% | +$737K | 0.04% | 360 |
|
|
2020
Q3 | $475K | Sell |
2,695
-200
| -7% | -$35.3K | 0.02% | 441 |
|
|
2020
Q2 | $466K | Hold |
2,895
| – | – | 0.03% | 428 |
|
|
2020
Q1 | $364K | Sell |
2,895
-95
| -3% | -$11.9K | 0.02% | 440 |
|
|
2019
Q4 | $475K | Buy |
2,990
+74
| +3% | +$11.8K | 0.03% | 452 |
|
|
2019
Q3 | $429K | Buy |
2,916
+21
| +0.7% | +$3.09K | 0.03% | 442 |
|
|
2019
Q2 | $432K | Sell |
2,895
-33
| -1% | -$4.92K | 0.03% | 444 |
|
|
2019
Q1 | $418K | Buy |
2,928
+692
| +31% | +$98.8K | 0.03% | 443 |
|
|
2018
Q4 | $264K | Hold |
2,236
| – | – | 0.02% | 518 |
|
|
2018
Q3 | $318K | Sell |
2,236
-200
| -8% | -$28.4K | 0.02% | 492 |
|
|
2018
Q2 | $327K | Buy |
2,436
+500
| +26% | +$67.1K | 0.03% | 414 |
|
|
2018
Q1 | $250K | Buy |
1,936
+762
| +65% | +$98.4K | 0.02% | 468 |
|
|
2017
Q4 | $149K | Buy |
1,174
+853
| +266% | +$108K | 0.01% | 621 |
|
|
2017
Q3 | $39K | Hold |
321
| – | – | ﹤0.01% | 1075 |
|
|
2017
Q2 | $37K | Buy |
321
+6
| +2% | +$692 | ﹤0.01% | 1052 |
|
|
2017
Q1 | $35K | Buy |
315
+100
| +47% | +$11.1K | ﹤0.01% | 1028 |
|
|
2016
Q4 | $22K | Buy |
215
+200
| +1,333% | +$20.5K | ﹤0.01% | 1151 |
|
|
2016
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1931 |
|
|
2016
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1773 |
|
|
2016
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 1756 |
|