Intergy Private Wealth’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
$2.72M Sell
9,564
-10
-0.1% -$2.84K 0.93% 23
2025
Q1
$2.34M Buy
9,574
+1
+0% +$245 0.89% 24
2024
Q4
$2.43M Hold
9,573
0.91% 24
2024
Q3
$2.33M Sell
9,573
-155
-2% -$37.7K 0.89% 24
2024
Q2
$2.23M Sell
9,728
-22
-0.2% -$5.05K 0.92% 23
2024
Q1
$2.3M Sell
9,750
-21
-0.2% -$4.95K 0.95% 22
2023
Q4
$2.15M Buy
9,771
+376
+4% +$82.6K 0.93% 26
2023
Q3
$1.83M Sell
9,395
-3
-0% -$584 0.92% 25
2023
Q2
$1.93M Hold
9,398
0.95% 27
2023
Q1
$1.83M Sell
9,398
-104
-1% -$20.3K 1.03% 24
2022
Q4
$1.71M Buy
9,502
+788
+9% +$142K 1.07% 23
2022
Q3
$1.49M Buy
+8,714
New +$1.49M 1.05% 22