GeoWealth 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 | – | Sell |
-10
| Closed | -$2.45K | – | 1294 |
|
|
2025
Q1 | $2.45K | Hold |
10
| – | – | ﹤0.01% | 1025 |
|
|
2024
Q4 | $2.54K | Buy |
+10
| New | +$2.54K | ﹤0.01% | 1629 |
|
|
2022
Q2 | – | Sell |
-684
| Closed | -$153K | – | 404 |
|
|
2022
Q1 | $153K | Sell |
684
-1
| -0.1% | -$224 | 0.01% | 306 |
|
|
2021
Q4 | $175K | Buy |
+685
| New | +$175K | 0.01% | 276 |
|
|
2021
Q1 | – | Sell |
-533
| Closed | -$113K | – | 244 |
|
|
2020
Q4 | $113K | Hold |
533
| – | – | 0.02% | 194 |
|
|
2020
Q3 | $96K | Buy |
+533
| New | +$96K | 0.03% | 154 |
|