HAFS
Hapanowicz & Associates Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Buy |
28,309
+326
| +1% | +$92.7K | 4.07% | 5 |
|
|
2025
Q1 | $6.85M | Buy |
27,983
+765
| +3% | +$187K | 3.81% | 5 |
|
|
2024
Q4 | $6.91M | Buy |
27,218
+842
| +3% | +$214K | 3.47% | 6 |
|
|
2024
Q3 | $6.42M | Sell |
26,376
-15,077
| -36% | -$3.67M | 3.23% | 7 |
|
|
2024
Q2 | $9.52M | Buy |
41,453
+2,069
| +5% | +$475K | 5.43% | 6 |
|
|
2024
Q1 | $9.29M | Buy |
39,384
+1,844
| +5% | +$435K | 5.3% | 7 |
|
|
2023
Q4 | $8.24M | Buy |
37,540
+730
| +2% | +$160K | 5.08% | 7 |
|
|
2023
Q3 | $7.17M | Buy |
36,810
+1,964
| +6% | +$383K | 5.09% | 7 |
|
|
2023
Q2 | $7.17M | Buy |
34,846
+515
| +2% | +$106K | 4.8% | 7 |
|
|
2023
Q1 | $6.69M | Buy |
34,331
+1,708
| +5% | +$333K | 4.62% | 7 |
|
|
2022
Q4 | $5.86M | Buy |
32,623
+1,601
| +5% | +$288K | 4.26% | 7 |
|
|
2022
Q3 | $5.29M | Buy |
31,022
+5,734
| +23% | +$978K | 4.89% | 5 |
|
|
2022
Q2 | $4.44M | Buy |
25,288
+4,734
| +23% | +$830K | 3.46% | 7 |
|
|
2022
Q1 | $4.58M | Buy |
20,554
+7,451
| +57% | +$1.66M | 2.1% | 8 |
|
|
2021
Q4 | $3.33M | Buy |
13,103
+4,468
| +52% | +$1.14M | 1.48% | 9 |
|
|
2021
Q3 | $2.04M | Buy |
8,635
+7,121
| +470% | +$1.68M | 0.88% | 12 |
|
|
2021
Q2 | $358K | Buy |
+1,514
| New | +$358K | 0.16% | 21 |
|