IFWM
Institute for Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
6,796
+2,368
| +53% | +$673K | 0.22% | 101 |
|
|
2025
Q1 | $1.08M | Buy |
4,428
+2,747
| +163% | +$672K | 0.14% | 170 |
|
|
2024
Q4 | $427K | Buy |
1,681
+1
| +0.1% | +$254 | 0.05% | 316 |
|
|
2024
Q3 | $409K | Hold |
1,680
| – | – | 0.05% | 343 |
|
|
2024
Q2 | $386K | Buy |
1,680
+217
| +15% | +$49.8K | 0.05% | 335 |
|
|
2024
Q1 | $345K | Hold |
1,463
| – | – | 0.04% | 354 |
|
|
2023
Q4 | $321K | Sell |
1,463
-210
| -13% | -$46.1K | 0.05% | 354 |
|
|
2023
Q3 | $326K | Buy |
1,673
+687
| +70% | +$134K | 0.06% | 325 |
|
|
2023
Q2 | $203K | Buy |
+986
| New | +$203K | 0.03% | 434 |
|
|
2022
Q2 | – | Sell |
-1,178
| Closed | -$262K | – | 555 |
|
|
2022
Q1 | $262K | Sell |
1,178
-204
| -15% | -$45.4K | 0.04% | 454 |
|
|
2021
Q4 | $352K | Sell |
1,382
-247
| -15% | -$62.9K | 0.06% | 341 |
|
|
2021
Q3 | $385K | Sell |
1,629
-400
| -20% | -$94.5K | 0.07% | 319 |
|
|
2021
Q2 | $480K | Hold |
2,029
| – | – | 0.08% | 282 |
|
|
2021
Q1 | $435K | Hold |
2,029
| – | – | 0.08% | 289 |
|
|
2020
Q4 | $430K | Sell |
2,029
-269
| -12% | -$57K | 0.09% | 274 |
|
|
2020
Q3 | $414K | Sell |
2,298
-780
| -25% | -$141K | 0.09% | 259 |
|
|
2020
Q2 | $508K | Sell |
3,078
-289
| -9% | -$47.7K | 0.12% | 229 |
|
|
2020
Q1 | $427K | Sell |
3,367
-22,017
| -87% | -$2.79M | 0.13% | 208 |
|
|
2019
Q4 | $4.03M | Buy |
25,384
+3,345
| +15% | +$531K | 0.91% | 16 |
|
|
2019
Q3 | $3.26M | Buy |
22,039
+20,045
| +1,005% | +$2.97M | 0.82% | 19 |
|
|
2019
Q2 | $298K | Sell |
1,994
-233
| -10% | -$34.8K | 0.07% | 356 |
|
|
2019
Q1 | $318K | Buy |
+2,227
| New | +$318K | 0.07% | 323 |
|
|
2018
Q4 | – | Sell |
-14,677
| Closed | -$2.08M | – | 345 |
|
|
2018
Q3 | $2.08M | Sell |
14,677
-7,585
| -34% | -$1.08M | 0.7% | 34 |
|
|
2018
Q2 | $3M | Buy |
22,262
+7,502
| +51% | +$1.01M | 0.95% | 18 |
|
|
2018
Q1 | $1.9M | Sell |
14,760
-10,025
| -40% | -$1.29M | 0.56% | 48 |
|
|
2017
Q4 | $3.19M | Buy |
24,785
+14,865
| +150% | +$1.91M | 0.74% | 22 |
|
|
2017
Q3 | $1.21M | Sell |
9,920
-2,597
| -21% | -$316K | 0.39% | 81 |
|
|
2017
Q2 | $1.47M | Buy |
+12,517
| New | +$1.47M | 0.4% | 63 |
|