IWC
Integrated Wealth Concepts’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 | $4.29M | Sell |
15,075
-767
| -5% | -$218K | 0.04% | 372 |
|
|
2025
Q1 | $3.88M | Buy |
15,842
+635
| +4% | +$155K | 0.05% | 373 |
|
|
2024
Q4 | $3.86M | Sell |
15,207
-282
| -2% | -$71.6K | 0.04% | 345 |
|
|
2024
Q3 | $3.77M | Sell |
15,489
-796
| -5% | -$194K | 0.05% | 352 |
|
|
2024
Q2 | $3.74M | Sell |
16,285
-51,603
| -76% | -$11.8M | 0.05% | 330 |
|
|
2024
Q1 | $16M | Buy |
67,888
+2,200
| +3% | +$519K | 0.23% | 106 |
|
|
2023
Q4 | $14.4M | Buy |
65,688
+2,209
| +3% | +$485K | 0.24% | 100 |
|
|
2023
Q3 | $12.4M | Sell |
63,479
-12,961
| -17% | -$2.52M | 0.22% | 114 |
|
|
2023
Q2 | $15.7M | Buy |
76,440
+4,189
| +6% | +$862K | 0.27% | 93 |
|
|
2023
Q1 | $14.1M | Buy |
72,251
+7,335
| +11% | +$1.43M | 0.29% | 82 |
|
|
2022
Q4 | $11.7M | Buy |
+64,916
| New | +$11.7M | 0.32% | 64 |
|
|
2022
Q3 | – | Sell |
-1,161
| Closed | -$204K | – | 1025 |
|
|
2022
Q2 | $204K | Buy |
1,161
+105
| +10% | +$18.5K | 0.01% | 896 |
|
|
2022
Q1 | $235K | Sell |
1,056
-15
| -1% | -$3.34K | 0.01% | 823 |
|
|
2021
Q4 | $273K | Sell |
1,071
-28
| -3% | -$7.14K | 0.01% | 819 |
|
|
2021
Q3 | $260K | Sell |
1,099
-158
| -13% | -$37.4K | 0.01% | 795 |
|
|
2021
Q2 | $297K | Buy |
+1,257
| New | +$297K | 0.01% | 664 |
|