Geneva Partners’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 | $1.62M | Buy |
5,709
+22
| +0.4% | +$6.26K | 0.64% | 39 |
|
|
2025
Q1 | $1.39M | Buy |
5,687
+43
| +0.8% | +$10.5K | 0.72% | 33 |
|
|
2024
Q4 | $1.43M | Buy |
5,644
+218
| +4% | +$55.3K | 0.58% | 36 |
|
|
2024
Q3 | $1.32M | Buy |
5,426
+81
| +2% | +$19.7K | 0.57% | 40 |
|
|
2024
Q2 | $1.23M | Buy |
5,345
+295
| +6% | +$67.7K | 0.51% | 43 |
|
|
2024
Q1 | $1.19M | Buy |
5,050
+893
| +21% | +$211K | 0.53% | 47 |
|
|
2023
Q4 | $913K | Buy |
4,157
+1,253
| +43% | +$275K | 0.51% | 46 |
|
|
2023
Q3 | $566K | Buy |
2,904
+1,483
| +104% | +$289K | 0.38% | 48 |
|
|
2023
Q2 | $292K | Buy |
+1,421
| New | +$292K | 0.19% | 65 |
|
|
2022
Q1 | – | Sell |
-928
| Closed | -$236K | – | 122 |
|
|
2021
Q4 | $236K | Buy |
928
+12
| +1% | +$3.05K | 0.11% | 90 |
|
|
2021
Q3 | $216K | Sell |
916
-53
| -5% | -$12.5K | 0.1% | 83 |
|
|
2021
Q2 | $229K | Buy |
+969
| New | +$229K | 0.1% | 89 |
|
|
2021
Q1 | – | Sell |
-1,042
| Closed | -$221K | – | 104 |
|
|
2020
Q4 | $221K | Buy |
+1,042
| New | +$221K | 0.12% | 90 |
|