GoalVest Advisory’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 | $318K | Buy |
1,117
+599
| +116% | +$170K | 0.08% | 103 |
|
|
2025
Q1 | $127K | Sell |
518
-88
| -15% | -$21.5K | 0.03% | 139 |
|
|
2024
Q4 | $154K | Sell |
606
-4
| -0.7% | -$1.02K | 0.04% | 131 |
|
|
2024
Q3 | $149K | Hold |
610
| – | – | 0.04% | 125 |
|
|
2024
Q2 | $140K | Hold |
610
| – | – | 0.04% | 121 |
|
|
2024
Q1 | $144K | Buy |
610
+434
| +247% | +$102K | 0.05% | 132 |
|
|
2023
Q4 | $38.6K | Sell |
176
-18
| -9% | -$3.95K | 0.02% | 162 |
|
|
2023
Q3 | $37.8K | Buy |
194
+18
| +10% | +$3.51K | 0.02% | 162 |
|
|
2023
Q2 | $36.2K | Hold |
176
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $34.3K | Hold |
176
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $31.6K | Hold |
176
| – | – | 0.02% | 132 |
|
|
2022
Q3 | $30K | Hold |
176
| – | – | 0.02% | 134 |
|
|
2022
Q2 | $32K | Hold |
176
| – | – | 0.02% | 188 |
|
|
2022
Q1 | $39K | Buy |
+176
| New | +$39K | 0.02% | 168 |
|