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 |
|