Kingswood Wealth 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 | $711K | Sell |
2,500
-4
| -0.2% | -$1.14K | 0.06% | 328 |
|
|
2025
Q1 | $613K | Sell |
2,504
-161
| -6% | -$39.4K | 0.06% | 347 |
|
|
2024
Q4 | $676K | Buy |
2,665
+1,302
| +96% | +$330K | 0.05% | 359 |
|
|
2024
Q3 | $332K | Sell |
1,363
-894
| -40% | -$218K | 0.02% | 553 |
|
|
2024
Q2 | $518K | Buy |
2,257
+154
| +7% | +$35.4K | 0.05% | 380 |
|
|
2024
Q1 | $496K | Buy |
2,103
+145
| +7% | +$34.2K | 0.06% | 352 |
|
|
2023
Q4 | $430K | Buy |
+1,958
| New | +$430K | 0.05% | 380 |
|