Keystone Financial Group (Kentucky)’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 | $216K | Sell |
761
-273
| -26% | -$77.6K | 0.02% | 383 |
|
|
2025
Q1 | $253K | Sell |
1,034
-64
| -6% | -$15.7K | 0.03% | 327 |
|
|
2024
Q4 | $279K | Sell |
1,098
-71
| -6% | -$18K | 0.03% | 308 |
|
|
2024
Q3 | $285K | Buy |
+1,169
| New | +$285K | 0.04% | 290 |
|
|
2024
Q2 | – | Sell |
-1,203
| Closed | -$284K | – | 331 |
|
|
2024
Q1 | $284K | Buy |
1,203
+105
| +10% | +$24.7K | 0.04% | 263 |
|
|
2023
Q4 | $241K | Sell |
1,098
-35
| -3% | -$7.69K | 0.04% | 246 |
|
|
2023
Q3 | $221K | Buy |
1,133
+67
| +6% | +$13.1K | 0.04% | 263 |
|
|
2023
Q2 | $219K | Buy |
+1,066
| New | +$219K | 0.04% | 269 |
|
|
2022
Q4 | $259K | Sell |
1,442
-169
| -10% | -$30.4K | 0.05% | 228 |
|
|
2022
Q3 | $275K | Sell |
1,611
-29
| -2% | -$4.95K | 0.06% | 215 |
|
|
2022
Q2 | $288K | Sell |
1,640
-121
| -7% | -$21.2K | 0.06% | 215 |
|
|
2022
Q1 | $392K | Sell |
1,761
-192
| -10% | -$42.7K | 0.07% | 182 |
|
|
2021
Q4 | $497K | Buy |
1,953
+32
| +2% | +$8.14K | 0.08% | 167 |
|
|
2021
Q3 | $454K | Buy |
1,921
+402
| +26% | +$95K | 0.08% | 174 |
|
|
2021
Q2 | $359K | Buy |
1,519
+381
| +33% | +$90K | 0.07% | 197 |
|
|
2021
Q1 | $244K | Buy |
+1,138
| New | +$244K | 0.05% | 251 |
|