GIA
GHP Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
44,680
-426
| -0.9% | -$121K | 0.56% | 60 |
|
|
2025
Q1 | $11M | Buy |
45,106
+1
| +0% | +$245 | 0.53% | 62 |
|
|
2024
Q4 | $11.4M | Sell |
45,105
-90
| -0.2% | -$22.8K | 0.53% | 56 |
|
|
2024
Q3 | $11M | Sell |
45,195
-164
| -0.4% | -$39.9K | 0.5% | 65 |
|
|
2024
Q2 | $10.4M | Sell |
45,359
-639
| -1% | -$147K | 0.52% | 62 |
|
|
2024
Q1 | $10.8M | Buy |
45,998
+270
| +0.6% | +$63.7K | 0.54% | 61 |
|
|
2023
Q4 | $10M | Buy |
45,728
+764
| +2% | +$168K | 0.54% | 58 |
|
|
2023
Q3 | $8.72M | Buy |
44,964
+612
| +1% | +$119K | 0.53% | 62 |
|
|
2023
Q2 | $9.02M | Buy |
44,352
+160
| +0.4% | +$32.5K | 0.53% | 57 |
|
|
2023
Q1 | $8.61M | Sell |
44,192
-101
| -0.2% | -$19.7K | 0.55% | 53 |
|
|
2022
Q4 | $7.96M | Sell |
44,293
-1,822
| -4% | -$328K | 0.54% | 54 |
|
|
2022
Q3 | $7.86M | Buy |
46,115
+843
| +2% | +$144K | 0.6% | 42 |
|
|
2022
Q2 | $7.94M | Buy |
45,272
+763
| +2% | +$134K | 0.59% | 43 |
|
|
2022
Q1 | $9.92M | Buy |
44,509
+491
| +1% | +$109K | 0.65% | 39 |
|
|
2021
Q4 | $11.2M | Sell |
44,018
-345
| -0.8% | -$87.8K | 0.8% | 29 |
|
|
2021
Q3 | $10.5M | Sell |
44,363
-530
| -1% | -$125K | 0.83% | 29 |
|
|
2021
Q2 | $10.6M | Buy |
44,893
+354
| +0.8% | +$83.7K | 0.85% | 25 |
|
|
2021
Q1 | $9.56M | Buy |
44,539
+188
| +0.4% | +$40.3K | 0.83% | 31 |
|
|
2020
Q4 | $9.41M | Buy |
44,351
+2,572
| +6% | +$545K | 0.9% | 26 |
|
|
2020
Q3 | $7.53M | Buy |
41,779
+2,310
| +6% | +$416K | 0.85% | 28 |
|
|
2020
Q2 | $6.52M | Buy |
39,469
+718
| +2% | +$119K | 0.81% | 32 |
|
|
2020
Q1 | $4.91M | Buy |
38,751
+1,850
| +5% | +$234K | 0.74% | 43 |
|
|
2019
Q4 | $5.86M | Sell |
36,901
-72
| -0.2% | -$11.4K | 0.63% | 45 |
|
|
2019
Q3 | $5.48M | Sell |
36,973
-741
| -2% | -$110K | 0.68% | 44 |
|
|
2019
Q2 | $5.63M | Sell |
37,714
-96
| -0.3% | -$14.3K | 0.69% | 37 |
|
|
2019
Q1 | $5.4M | Buy |
37,810
+470
| +1% | +$67.1K | 0.7% | 39 |
|
|
2018
Q4 | $4.47M | Buy |
37,340
+2,341
| +7% | +$280K | 0.67% | 41 |
|
|
2018
Q3 | $4.99M | Buy |
34,999
+270
| +0.8% | +$38.5K | 0.67% | 38 |
|
|
2018
Q2 | $4.67M | Buy |
34,729
+5,132
| +17% | +$690K | 0.66% | 39 |
|
|
2018
Q1 | $3.84M | Sell |
29,597
-210
| -0.7% | -$27.2K | 0.54% | 54 |
|
|
2017
Q4 | $3.81M | Buy |
29,807
+707
| +2% | +$90.3K | 0.54% | 54 |
|
|
2017
Q3 | $3.54M | Buy |
29,100
+508
| +2% | +$61.9K | 0.54% | 52 |
|
|
2017
Q2 | $3.37M | Buy |
28,592
+816
| +3% | +$96K | 0.53% | 50 |
|
|
2017
Q1 | $3.14M | Buy |
27,776
+295
| +1% | +$33.3K | 0.54% | 53 |
|
|
2016
Q4 | $2.9M | Buy |
27,481
+1,159
| +4% | +$122K | 0.54% | 51 |
|
|
2016
Q3 | $2.8M | Sell |
26,322
-268
| -1% | -$28.5K | 0.57% | 45 |
|
|
2016
Q2 | $2.71M | Buy |
26,590
+607
| +2% | +$61.8K | 0.58% | 41 |
|
|
2016
Q1 | $2.61M | Buy |
25,983
+990
| +4% | +$99.3K | 0.59% | 42 |
|
|
2015
Q4 | $2.49M | Buy |
24,993
+1,086
| +5% | +$108K | 0.6% | 36 |
|
|
2015
Q3 | $2.33M | Buy |
23,907
+300
| +1% | +$29.2K | 0.6% | 37 |
|
|
2015
Q2 | $2.52M | Sell |
23,607
-1,794
| -7% | -$191K | 0.62% | 34 |
|
|
2015
Q1 | $2.74M | Buy |
25,401
+360
| +1% | +$38.9K | 0.72% | 24 |
|
|
2014
Q4 | $2.54M | Sell |
25,041
-684
| -3% | -$69.5K | 0.7% | 25 |
|
|
2014
Q3 | $2.48M | Buy |
25,725
+1,745
| +7% | +$168K | 0.73% | 24 |
|
|
2014
Q2 | $2.31M | Buy |
23,980
+350
| +1% | +$33.7K | 0.68% | 27 |
|
|
2014
Q1 | $2.19M | Buy |
23,630
+20
| +0.1% | +$1.85K | 0.7% | 25 |
|
|
2013
Q4 | $2.13M | Buy |
23,610
+285
| +1% | +$25.7K | 0.7% | 23 |
|
|
2013
Q3 | $1.99M | Hold |
23,325
| – | – | 0.72% | 22 |
|
|
2013
Q2 | $1.82M | Buy |
+23,325
| New | +$1.82M | 0.73% | 25 |
|