Heritage Wealth Advisors’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 | $36.7K | Hold |
129
| – | – | ﹤0.01% | 320 |
|
|
2025
Q1 | $31.6K | Hold |
129
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $32.7K | Sell |
129
-200
| -61% | -$50.8K | ﹤0.01% | 348 |
|
|
2024
Q3 | $80.1K | Hold |
329
| – | – | ﹤0.01% | 286 |
|
|
2024
Q2 | $75.5K | Hold |
329
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $77.6K | Sell |
329
-67
| -17% | -$15.8K | ﹤0.01% | 283 |
|
|
2023
Q4 | $87K | Hold |
396
| – | – | ﹤0.01% | 283 |
|
|
2023
Q3 | $77.1K | Hold |
396
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $81.5K | Hold |
396
| – | – | ﹤0.01% | 273 |
|
|
2023
Q1 | $77.2K | Sell |
396
-30
| -7% | -$5.85K | ﹤0.01% | 278 |
|
|
2022
Q4 | $76.6K | Buy |
426
+30
| +8% | +$5.39K | ﹤0.01% | 280 |
|
|
2022
Q3 | $67.5K | Hold |
396
| – | – | ﹤0.01% | 274 |
|
|
2022
Q2 | $69K | Hold |
396
| – | – | ﹤0.01% | 295 |
|
|
2022
Q1 | $88K | Buy |
396
+267
| +207% | +$59.3K | ﹤0.01% | 264 |
|
|
2021
Q4 | $33K | Hold |
129
| – | – | ﹤0.01% | 361 |
|
|
2021
Q3 | $30.5K | Hold |
129
| – | – | ﹤0.01% | 365 |
|
|
2021
Q2 | $30.5K | Hold |
129
| – | – | ﹤0.01% | 372 |
|
|
2021
Q1 | $27.7K | Buy |
129
+33
| +34% | +$7.08K | ﹤0.01% | 394 |
|
|
2020
Q4 | $20K | Hold |
96
| – | – | ﹤0.01% | 409 |
|
|
2020
Q3 | $17.3K | Hold |
96
| – | – | ﹤0.01% | 365 |
|
|
2020
Q2 | $15.8K | Buy |
+96
| New | +$15.8K | ﹤0.01% | 350 |
|