Heritage Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $40.6K | Buy |
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|
2025
Q2 | $36.7K | Hold |
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|
2025
Q1 | $31.6K | Hold |
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|
2024
Q4 | $32.7K | Sell |
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|
2024
Q3 | $80.1K | Hold |
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|
2024
Q2 | $75.5K | Hold |
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|
2024
Q1 | $77.6K | Sell |
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|
2023
Q4 | $87K | Hold |
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|
2023
Q3 | $77.1K | Hold |
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|
2023
Q2 | $81.5K | Hold |
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|
2023
Q1 | $77.2K | Sell |
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|
2022
Q4 | $76.6K | Buy |
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|
2022
Q3 | $67.5K | Hold |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $88K | Buy |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $30.5K | Hold |
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|
2021
Q2 | $30.5K | Hold |
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|
2021
Q1 | $27.7K | Buy |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $17.3K | Hold |
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|
2020
Q2 | $15.8K | Buy |
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