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