Institute for Wealth Management’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 | $1.99M | Sell |
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|
2025
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $262K | Sell |
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|
2021
Q4 | $352K | Sell |
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|
2021
Q3 | $385K | Sell |
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|
2021
Q2 | $480K | Hold |
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|
2021
Q1 | $435K | Hold |
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|
2020
Q4 | $430K | Sell |
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|
2020
Q3 | $414K | Sell |
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|
2020
Q2 | $508K | Sell |
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|
2020
Q1 | $427K | Sell |
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|
2019
Q4 | $4.03M | Buy |
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|
2019
Q3 | $3.26M | Buy |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $318K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.08M | Sell |
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|
2018
Q2 | $3M | Buy |
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|
2018
Q1 | $1.9M | Sell |
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|
2017
Q4 | $3.19M | Buy |
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|
2017
Q3 | $1.21M | Sell |
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|
2017
Q2 | $1.47M | Buy |
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