HB Wealth Management’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 | $6.4M | Sell |
22,514
-84
| -0.4% | -$23.9K | 0.05% | 187 |
|
|
2025
Q1 | $5.53M | Buy |
22,598
+157
| +0.7% | +$38.4K | 0.05% | 210 |
|
|
2024
Q4 | $5.69M | Buy |
22,441
+4,405
| +24% | +$1.12M | 0.06% | 149 |
|
|
2024
Q3 | $4.39M | Buy |
18,036
+51
| +0.3% | +$12.4K | 0.05% | 172 |
|
|
2024
Q2 | $4.13M | Buy |
17,985
+1,003
| +6% | +$230K | 0.05% | 169 |
|
|
2024
Q1 | $4M | Buy |
16,982
+26
| +0.2% | +$6.13K | 0.05% | 168 |
|
|
2023
Q4 | $3.72M | Buy |
16,956
+38
| +0.2% | +$8.34K | 0.05% | 159 |
|
|
2023
Q3 | $3.3M | Buy |
16,918
+4
| +0% | +$779 | 0.05% | 159 |
|
|
2023
Q2 | $3.48M | Buy |
16,914
+23
| +0.1% | +$4.73K | 0.06% | 153 |
|
|
2023
Q1 | $3.29M | Buy |
16,891
+11
| +0.1% | +$2.14K | 0.06% | 150 |
|
|
2022
Q4 | $3.03M | Sell |
16,880
-158
| -0.9% | -$28.4K | 0.06% | 154 |
|
|
2022
Q3 | $2.91M | Sell |
17,038
-162
| -0.9% | -$27.6K | 0.06% | 144 |
|
|
2022
Q2 | $3.02M | Sell |
17,200
-6,241
| -27% | -$1.09M | 0.06% | 142 |
|
|
2022
Q1 | $5.22M | Buy |
23,441
+6,911
| +42% | +$1.54M | 0.1% | 106 |
|
|
2021
Q4 | $4.21M | Buy |
+16,530
| New | +$4.21M | 0.08% | 96 |
|