Klingman & Associates’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 | $371K | Sell |
1,305
-54
| -4% | -$15.4K | 0.02% | 215 |
|
|
2025
Q1 | $332K | Sell |
1,359
-21
| -2% | -$5.14K | 0.02% | 209 |
|
|
2024
Q4 | $350K | Sell |
1,380
-344
| -20% | -$87.3K | 0.02% | 189 |
|
|
2024
Q3 | $420K | Sell |
1,724
-254
| -13% | -$61.8K | 0.03% | 177 |
|
|
2024
Q2 | $454K | Buy |
1,978
+228
| +13% | +$52.3K | 0.03% | 144 |
|
|
2024
Q1 | $413K | Sell |
1,750
-64
| -4% | -$15.1K | 0.03% | 165 |
|
|
2023
Q4 | $398K | Hold |
1,814
| – | – | 0.03% | 154 |
|
|
2023
Q3 | $353K | Hold |
1,814
| – | – | 0.03% | 162 |
|
|
2023
Q2 | $373K | Sell |
1,814
-6
| -0.3% | -$1.24K | 0.03% | 152 |
|
|
2023
Q1 | $355K | Hold |
1,820
| – | – | 0.03% | 145 |
|
|
2022
Q4 | $327K | Sell |
1,820
-39
| -2% | -$7.01K | 0.03% | 149 |
|
|
2022
Q3 | $317K | Buy |
1,859
+142
| +8% | +$24.2K | 0.03% | 146 |
|
|
2022
Q2 | $301K | Buy |
1,717
+5
| +0.3% | +$877 | 0.03% | 147 |
|
|
2022
Q1 | $381K | Sell |
1,712
-94
| -5% | -$20.9K | 0.03% | 143 |
|
|
2021
Q4 | $460K | Hold |
1,806
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $427K | Buy |
1,806
+279
| +18% | +$66K | 0.04% | 112 |
|
|
2021
Q2 | $361K | Sell |
1,527
-18
| -1% | -$4.26K | 0.03% | 119 |
|
|
2021
Q1 | $332K | Sell |
1,545
-201
| -12% | -$43.2K | 0.03% | 123 |
|
|
2020
Q4 | $370K | Sell |
1,746
-24
| -1% | -$5.09K | 0.04% | 105 |
|
|
2020
Q3 | $319K | Sell |
1,770
-282
| -14% | -$50.8K | 0.04% | 103 |
|
|
2020
Q2 | $339K | Sell |
2,052
-91
| -4% | -$15K | 0.05% | 93 |
|
|
2020
Q1 | $271K | Buy |
2,143
+234
| +12% | +$29.6K | 0.06% | 101 |
|
|
2019
Q4 | $303K | Buy |
+1,909
| New | +$303K | 0.05% | 106 |
|