Global Retirement 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 | $1.26M | Buy |
+4,430
| New | +$1.26M | 0.03% | 446 |
|
2024
Q4 | $976K | Buy |
3,846
+427
| +12% | +$108K | 0.03% | 457 |
|
2024
Q3 | $832K | Sell |
3,419
-3,037
| -47% | -$739K | 0.03% | 486 |
|
2024
Q2 | $1.48M | Buy |
6,456
+92
| +1% | +$21.1K | 0.05% | 337 |
|
2024
Q1 | $1.5M | Buy |
6,364
+640
| +11% | +$151K | 0.06% | 286 |
|
2023
Q4 | $1.23M | Sell |
5,724
-8
| -0.1% | -$1.72K | 0.05% | 302 |
|
2023
Q3 | $1.1M | Buy |
5,732
+276
| +5% | +$52.9K | 0.06% | 287 |
|
2023
Q2 | $1.12M | Buy |
5,456
+36
| +0.7% | +$7.41K | 0.05% | 297 |
|
2023
Q1 | $1.01M | Buy |
5,420
+2,180
| +67% | +$407K | 0.05% | 304 |
|
2022
Q4 | $582K | Buy |
3,240
+647
| +25% | +$116K | 0.04% | 349 |
|
2022
Q3 | $471K | Buy |
2,593
+3
| +0.1% | +$545 | 0.04% | 376 |
|
2022
Q2 | $454K | Buy |
2,590
+2
| +0.1% | +$351 | 0.04% | 369 |
|
2022
Q1 | $466K | Buy |
+2,588
| New | +$466K | 0.04% | 371 |
|
2021
Q4 | – | Sell |
-1,438
| Closed | -$340K | – | 1764 |
|
2021
Q3 | $340K | Buy |
1,438
+162
| +13% | +$38.3K | 0.03% | 368 |
|
2021
Q2 | $302K | Buy |
1,276
+64
| +5% | +$15.1K | 0.03% | 383 |
|
2021
Q1 | $260K | Buy |
1,212
+30
| +3% | +$6.44K | 0.03% | 369 |
|
2020
Q4 | $251K | Buy |
1,182
+29
| +3% | +$6.16K | 0.03% | 355 |
|
2020
Q3 | $208K | Buy |
1,153
+207
| +22% | +$37.3K | 0.03% | 356 |
|
2020
Q2 | $156K | Sell |
946
-258
| -21% | -$42.5K | 0.02% | 401 |
|
2020
Q1 | $153K | Buy |
1,204
+15
| +1% | +$1.91K | 0.03% | 366 |
|
2019
Q4 | $189K | Hold |
1,189
| – | – | 0.03% | 376 |
|
2019
Q3 | $176K | Buy |
1,189
+108
| +10% | +$16K | 0.03% | 383 |
|
2019
Q2 | $161K | Sell |
1,081
-167
| -13% | -$24.9K | 0.03% | 376 |
|
2019
Q1 | $178K | Buy |
1,248
+70
| +6% | +$9.98K | 0.04% | 319 |
|
2018
Q4 | $141K | Buy |
1,178
+121
| +11% | +$14.5K | 0.04% | 334 |
|
2018
Q3 | $151K | Buy |
1,057
+585
| +124% | +$83.6K | 0.03% | 339 |
|
2018
Q2 | $63K | Hold |
472
| – | – | 0.02% | 489 |
|
2018
Q1 | $61K | Buy |
472
+31
| +7% | +$4.01K | 0.02% | 479 |
|
2017
Q4 | $56K | Buy |
441
+114
| +35% | +$14.5K | 0.02% | 471 |
|
2017
Q3 | $40K | Buy |
327
+1
| +0.3% | +$122 | 0.02% | 484 |
|
2017
Q2 | $38K | Buy |
326
+16
| +5% | +$1.87K | 0.02% | 468 |
|
2017
Q1 | $35K | Buy |
310
+121
| +64% | +$13.7K | 0.02% | 435 |
|
2016
Q4 | $20K | Buy |
+189
| New | +$20K | 0.01% | 515 |
|