Holistic Planning’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 | $2.1M | Buy |
7,374
+45
| +0.6% | +$12.8K | 0.6% | 32 |
|
|
2025
Q1 | $1.79M | Sell |
7,329
-8
| -0.1% | -$1.96K | 0.61% | 31 |
|
|
2024
Q4 | $1.86M | Buy |
7,337
+371
| +5% | +$94.1K | 0.67% | 30 |
|
|
2024
Q3 | $1.7M | Buy |
6,966
+4,035
| +138% | +$982K | 0.72% | 31 |
|
|
2024
Q2 | $691K | Hold |
2,931
| – | – | 0.53% | 53 |
|
|
2024
Q1 | $691K | Buy |
2,931
+13
| +0.4% | +$3.07K | 0.53% | 53 |
|
|
2023
Q4 | $641K | Buy |
+2,918
| New | +$641K | 0.54% | 49 |
|