Key Financial Inc’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 | $253K | Buy |
891
+5
| +0.6% | +$1.42K | 0.05% | 245 |
|
|
2025
Q1 | $217K | Hold |
886
| – | – | 0.05% | 255 |
|
|
2024
Q4 | $225K | Hold |
886
| – | – | 0.05% | 238 |
|
|
2024
Q3 | $216K | Hold |
886
| – | – | 0.05% | 241 |
|
|
2024
Q2 | $203K | Buy |
886
+367
| +71% | +$84.2K | 0.05% | 243 |
|
|
2024
Q1 | $122K | Hold |
519
| – | – | 0.03% | 282 |
|
|
2023
Q4 | $114K | Hold |
519
| – | – | 0.03% | 285 |
|
|
2023
Q3 | $101K | Hold |
519
| – | – | 0.03% | 286 |
|
|
2023
Q2 | $107K | Hold |
519
| – | – | 0.04% | 279 |
|
|
2023
Q1 | $101K | Sell |
519
-72
| -12% | -$14K | 0.04% | 279 |
|
|
2022
Q4 | $101K | Hold |
591
| – | – | 0.05% | 241 |
|
|
2022
Q3 | $101K | Hold |
591
| – | – | 0.05% | 243 |
|
|
2022
Q2 | $105K | Buy |
591
+278
| +89% | +$49.4K | 0.06% | 226 |
|
|
2022
Q1 | $70K | Buy |
313
+80
| +34% | +$17.9K | 0.03% | 316 |
|
|
2021
Q4 | $59K | Hold |
233
| – | – | 0.03% | 324 |
|
|
2021
Q3 | $55K | Hold |
233
| – | – | 0.03% | 333 |
|
|
2021
Q2 | $56K | Hold |
233
| – | – | 0.03% | 340 |
|
|
2021
Q1 | $50K | Hold |
233
| – | – | 0.03% | 275 |
|
|
2020
Q4 | $49K | Buy |
+233
| New | +$49K | 0.04% | 250 |
|
|
2020
Q2 | – | Sell |
-204
| Closed | -$26K | – | 628 |
|
|
2020
Q1 | $26K | Buy |
+204
| New | +$26K | 0.03% | 303 |
|