Kestra Private Wealth Services’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 | $8.62M | Buy |
30,326
+7,240
| +31% | +$2.06M | 0.12% | 195 |
|
|
2025
Q1 | $5.65M | Buy |
23,086
+13,496
| +141% | +$3.3M | 0.09% | 235 |
|
|
2024
Q4 | $2.43M | Buy |
9,590
+91
| +1% | +$23.1K | 0.04% | 382 |
|
|
2024
Q3 | $2.31M | Buy |
9,499
+155
| +2% | +$37.7K | 0.04% | 390 |
|
|
2024
Q2 | $2.15M | Buy |
9,344
+365
| +4% | +$83.8K | 0.04% | 381 |
|
|
2024
Q1 | $2.12M | Buy |
8,979
+75
| +0.8% | +$17.7K | 0.05% | 360 |
|
|
2023
Q4 | $1.96M | Buy |
8,904
+546
| +7% | +$120K | 0.05% | 349 |
|
|
2023
Q3 | $1.63M | Buy |
8,358
+2,145
| +35% | +$418K | 0.05% | 349 |
|
|
2023
Q2 | $1.28M | Sell |
6,213
-20
| -0.3% | -$4.12K | 0.04% | 386 |
|
|
2023
Q1 | $1.21M | Buy |
6,233
+868
| +16% | +$169K | 0.05% | 367 |
|
|
2022
Q4 | $964K | Sell |
5,365
-475
| -8% | -$85.4K | 0.05% | 375 |
|
|
2022
Q3 | $996K | Buy |
5,840
+463
| +9% | +$79K | 0.06% | 337 |
|
|
2022
Q2 | $943K | Sell |
5,377
-591
| -10% | -$104K | 0.05% | 356 |
|
|
2022
Q1 | $1.33M | Buy |
5,968
+2,179
| +58% | +$486K | 0.07% | 309 |
|
|
2021
Q4 | $965K | Buy |
3,789
+854
| +29% | +$218K | 0.05% | 395 |
|
|
2021
Q3 | $693K | Buy |
2,935
+175
| +6% | +$41.3K | 0.04% | 459 |
|
|
2021
Q2 | $652K | Buy |
+2,760
| New | +$652K | 0.04% | 445 |
|