J.W. Cole Advisors’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 | $4.01M | Buy |
14,111
+6,607
| +88% | +$1.88M | 0.09% | 232 |
|
|
2025
Q1 | $1.84M | Sell |
7,504
-2,302
| -23% | -$563K | 0.06% | 348 |
|
|
2024
Q4 | $2.49M | Buy |
9,806
+229
| +2% | +$58.1K | 0.1% | 204 |
|
|
2024
Q3 | $2.33M | Sell |
9,577
-384
| -4% | -$93.5K | 0.1% | 215 |
|
|
2024
Q2 | $2.29M | Sell |
9,961
-179
| -2% | -$41.1K | 0.11% | 196 |
|
|
2024
Q1 | $2.39M | Buy |
10,140
+385
| +4% | +$90.8K | 0.12% | 183 |
|
|
2023
Q4 | $2.14M | Buy |
9,755
+1,079
| +12% | +$237K | 0.13% | 183 |
|
|
2023
Q3 | $1.69M | Buy |
8,676
+141
| +2% | +$27.5K | 0.12% | 181 |
|
|
2023
Q2 | $1.76M | Sell |
8,535
-619
| -7% | -$127K | 0.13% | 179 |
|
|
2023
Q1 | $1.78M | Sell |
9,154
-777
| -8% | -$151K | 0.13% | 187 |
|
|
2022
Q4 | $1.79M | Buy |
9,931
+738
| +8% | +$133K | 0.14% | 178 |
|
|
2022
Q3 | $1.57M | Sell |
9,193
-84
| -0.9% | -$14.3K | 0.13% | 187 |
|
|
2022
Q2 | $1.63M | Buy |
9,277
+202
| +2% | +$35.4K | 0.13% | 184 |
|
|
2022
Q1 | $2.02M | Sell |
9,075
-140
| -2% | -$31.2K | 0.14% | 174 |
|
|
2021
Q4 | $2.35M | Sell |
9,215
-375,466
| -98% | -$95.6M | 0.15% | 160 |
|
|
2021
Q3 | $76.6M | Buy |
384,681
+376,992
| +4,903% | +$75.1M | 5.48% | 2 |
|
|
2021
Q2 | $1.82M | Buy |
7,689
+231
| +3% | +$54.6K | 0.14% | 169 |
|
|
2021
Q1 | $1.6M | Buy |
7,458
+1,246
| +20% | +$267K | 0.15% | 162 |
|
|
2020
Q4 | $1.32M | Buy |
6,212
+2,616
| +73% | +$555K | 0.14% | 184 |
|
|
2020
Q3 | $648K | Buy |
+3,596
| New | +$648K | 0.05% | 353 |
|
|
2020
Q1 | – | Sell |
-4,386
| Closed | -$696K | – | 497 |
|
|
2019
Q4 | $696K | Buy |
+4,386
| New | +$696K | 0.09% | 240 |
|