Kingsview Wealth Management’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 | $2.61M | Sell |
9,192
-560
| -6% | -$159K | 0.04% | 384 |
|
|
2025
Q1 | $2.39M | Buy |
9,752
+1,480
| +18% | +$362K | 0.04% | 354 |
|
|
2024
Q4 | $2.1M | Buy |
8,272
+1,122
| +16% | +$285K | 0.04% | 379 |
|
|
2024
Q3 | $1.74M | Buy |
7,150
+91
| +1% | +$22.2K | 0.04% | 406 |
|
|
2024
Q2 | $1.62M | Buy |
7,059
+550
| +8% | +$126K | 0.04% | 396 |
|
|
2024
Q1 | $1.53M | Buy |
6,509
+1,247
| +24% | +$294K | 0.04% | 400 |
|
|
2023
Q4 | $1.16M | Sell |
5,262
-2,936
| -36% | -$645K | 0.03% | 425 |
|
|
2023
Q3 | $1.6M | Buy |
8,198
+6,430
| +364% | +$1.25M | 0.06% | 335 |
|
|
2023
Q2 | $364K | Buy |
1,768
+372
| +27% | +$76.5K | 0.01% | 684 |
|
|
2023
Q1 | $272K | Sell |
1,396
-115
| -8% | -$22.4K | 0.01% | 741 |
|
|
2022
Q4 | $272K | Buy |
1,511
+88
| +6% | +$15.8K | 0.01% | 697 |
|
|
2022
Q3 | $243K | Buy |
1,423
+206
| +17% | +$35.2K | 0.01% | 699 |
|
|
2022
Q2 | $213K | Sell |
1,217
-3,796
| -76% | -$664K | 0.01% | 751 |
|
|
2022
Q1 | $1.12M | Buy |
5,013
+3,918
| +358% | +$873K | 0.05% | 360 |
|
|
2021
Q4 | $279K | Buy |
1,095
+63
| +6% | +$16.1K | 0.01% | 746 |
|
|
2021
Q3 | $244K | Sell |
1,032
-32
| -3% | -$7.57K | 0.01% | 742 |
|
|
2021
Q2 | $252K | Buy |
+1,064
| New | +$252K | 0.01% | 754 |
|
|
2021
Q1 | – | Sell |
-11,457
| Closed | -$2.43M | – | 875 |
|
|
2020
Q4 | $2.43M | Buy |
11,457
+5,095
| +80% | +$1.08M | 0.18% | 132 |
|
|
2020
Q3 | $1.15M | Buy |
+6,362
| New | +$1.15M | 0.1% | 204 |
|
|
2019
Q3 | – | Sell |
-1,378
| Closed | -$206K | – | 443 |
|
|
2019
Q2 | $206K | Sell |
1,378
-3,715
| -73% | -$555K | 0.03% | 389 |
|
|
2019
Q1 | $727K | Buy |
5,093
+73
| +1% | +$10.4K | 0.11% | 216 |
|
|
2018
Q4 | $601K | Buy |
5,020
+17
| +0.3% | +$2.04K | 0.13% | 192 |
|
|
2018
Q3 | $713K | Buy |
5,003
+357
| +8% | +$50.9K | 0.14% | 184 |
|
|
2018
Q2 | $625K | Sell |
4,646
-421
| -8% | -$56.6K | 0.15% | 169 |
|
|
2018
Q1 | $657K | Sell |
5,067
-1,580
| -24% | -$205K | 0.16% | 164 |
|
|
2017
Q4 | $849K | Buy |
6,647
+77
| +1% | +$9.84K | 0.3% | 104 |
|
|
2017
Q3 | $800K | Sell |
6,570
-298
| -4% | -$36.3K | 0.35% | 86 |
|
|
2017
Q2 | $808K | Buy |
6,868
+1,162
| +20% | +$137K | 0.42% | 74 |
|
|
2017
Q1 | $644K | Buy |
+5,706
| New | +$644K | 0.38% | 91 |
|