KMG Fiduciary Partners’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 | $1.04M | Hold |
3,651
| – | – | 0.08% | 178 |
|
2025
Q1 | $893K | Hold |
3,651
| – | – | 0.07% | 188 |
|
2024
Q4 | $926K | Hold |
3,651
| – | – | 0.08% | 181 |
|
2024
Q3 | $889K | Hold |
3,651
| – | – | 0.08% | 181 |
|
2024
Q2 | $838K | Hold |
3,651
| – | – | 0.08% | 157 |
|
2024
Q1 | $861K | Hold |
3,651
| – | – | 0.09% | 152 |
|
2023
Q4 | $802K | Hold |
3,651
| – | – | 0.09% | 155 |
|
2023
Q3 | $711K | Sell |
3,651
-61
| -2% | -$11.9K | 0.09% | 153 |
|
2023
Q2 | $764K | Buy |
3,712
+657
| +22% | +$135K | 0.1% | 151 |
|
2023
Q1 | $595K | Buy |
+3,055
| New | +$595K | 0.09% | 165 |
|