Great Valley Advisor Group’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
$3.78M Buy
13,276
+525
+4% +$149K 0.08% 209
2025
Q1
$3.12M Buy
12,751
+681
+6% +$167K 0.07% 245
2024
Q4
$3.06M Buy
12,070
+7,842
+185% +$1.99M 0.07% 254
2024
Q3
$1.03M Buy
4,228
+112
+3% +$27.3K 0.03% 421
2024
Q2
$945K Buy
4,116
+58
+1% +$13.3K 0.03% 397
2024
Q1
$956K Buy
4,058
+25
+0.6% +$5.89K 0.03% 377
2023
Q4
$886K Sell
4,033
-1,447
-26% -$318K 0.03% 355
2023
Q3
$1.07M Buy
5,480
+845
+18% +$164K 0.04% 305
2023
Q2
$954K Sell
4,635
-27
-0.6% -$5.55K 0.04% 320
2023
Q1
$909K Buy
4,662
+35
+0.8% +$6.83K 0.04% 324
2022
Q4
$832K Sell
4,627
-38
-0.8% -$6.83K 0.04% 352
2022
Q3
$795K Buy
4,665
+461
+11% +$78.6K 0.04% 342
2022
Q2
$737K Buy
4,204
+767
+22% +$134K 0.04% 353
2022
Q1
$832K Buy
3,437
+92
+3% +$22.3K 0.05% 301
2021
Q4
$824K Buy
3,345
+449
+16% +$111K 0.05% 291
2021
Q3
$685K Sell
2,896
-76
-3% -$18K 0.05% 300
2021
Q2
$664K Hold
2,972
0.05% 292
2021
Q1
$638K Sell
2,972
-5,172
-64% -$1.11M 0.06% 263
2020
Q4
$1.73M Buy
8,144
+454
+6% +$96.3K 0.18% 126
2020
Q3
$1.38M Buy
7,690
+6,082
+378% +$1.09M 0.17% 133
2020
Q2
$265K Buy
+1,608
New +$265K 0.04% 333