Kovitz Investment Group 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 | $1.61M | Sell |
5,654
-645
| -10% | -$183K | 0.01% | 691 |
|
|
2025
Q1 | $1.54M | Sell |
6,299
-458
| -7% | -$112K | 0.01% | 629 |
|
|
2024
Q4 | $1.71M | Buy |
6,757
+1,314
| +24% | +$333K | 0.01% | 602 |
|
|
2024
Q3 | $1.33M | Buy |
5,443
+1,179
| +28% | +$287K | 0.01% | 561 |
|
|
2024
Q2 | $979K | Sell |
4,264
-3,302
| -44% | -$758K | 0.01% | 538 |
|
|
2024
Q1 | $1.78M | Sell |
7,566
-4,260
| -36% | -$1M | 0.02% | 312 |
|
|
2023
Q4 | $2.6M | Sell |
11,826
-2,335
| -16% | -$513K | 0.04% | 216 |
|
|
2023
Q3 | $2.76M | Sell |
14,161
-721
| -5% | -$140K | 0.05% | 202 |
|
|
2023
Q2 | $3.06M | Sell |
14,882
-3,187
| -18% | -$656K | 0.04% | 203 |
|
|
2023
Q1 | $3.52M | Sell |
18,069
-5,175
| -22% | -$1.01M | 0.06% | 189 |
|
|
2022
Q4 | $4.18M | Buy |
23,244
+1,742
| +8% | +$313K | 0.08% | 179 |
|
|
2022
Q3 | $3.67M | Buy |
21,502
+15,840
| +280% | +$2.7M | 0.08% | 176 |
|
|
2022
Q2 | $993K | Buy |
+5,662
| New | +$993K | 0.02% | 286 |
|