Level Four Advisory Services’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 | $1.05M | Buy |
3,682
+126
| +4% | +$35.8K | 0.04% | 373 |
|
|
2025
Q1 | $870K | Sell |
3,556
-470
| -12% | -$115K | 0.04% | 380 |
|
|
2024
Q4 | $1.02M | Sell |
4,026
-290
| -7% | -$73.6K | 0.04% | 342 |
|
|
2024
Q3 | $1.05M | Buy |
4,316
+2,281
| +112% | +$556K | 0.04% | 340 |
|
|
2024
Q2 | $467K | Buy |
+2,035
| New | +$467K | 0.02% | 502 |
|
|
2021
Q3 | – | Sell |
-5,334
| Closed | -$1.26M | – | 647 |
|
|
2021
Q2 | $1.26M | Buy |
5,334
+1,593
| +43% | +$377K | 0.09% | 240 |
|
|
2021
Q1 | $803K | Sell |
3,741
-4
| -0.1% | -$859 | 0.06% | 300 |
|
|
2020
Q4 | $794K | Buy |
3,745
+2,424
| +183% | +$514K | 0.06% | 282 |
|
|
2020
Q3 | $238K | Buy |
+1,321
| New | +$238K | 0.02% | 486 |
|
|
2020
Q1 | – | Sell |
-4,003
| Closed | -$634K | – | 580 |
|
|
2019
Q4 | $634K | Buy |
4,003
+290
| +8% | +$45.9K | 0.03% | 349 |
|
|
2019
Q3 | $550K | Buy |
3,713
+403
| +12% | +$59.7K | 0.06% | 306 |
|
|
2019
Q2 | $494K | Buy |
3,310
+1,198
| +57% | +$179K | 0.05% | 326 |
|
|
2019
Q1 | $302K | Hold |
2,112
| – | – | 0.03% | 411 |
|
|
2018
Q4 | $253K | Sell |
2,112
-107
| -5% | -$12.8K | 0.03% | 431 |
|
|
2018
Q3 | $316K | Sell |
2,219
-190
| -8% | -$27.1K | 0.03% | 448 |
|
|
2018
Q2 | $324K | Buy |
2,409
+159
| +7% | +$21.4K | 0.02% | 460 |
|
|
2018
Q1 | $292K | Sell |
2,250
-7
| -0.3% | -$908 | 0.02% | 449 |
|
|
2017
Q4 | $288K | Hold |
2,257
| – | – | 0.02% | 465 |
|
|
2017
Q3 | $275K | Buy |
2,257
+1
| +0% | +$122 | 0.02% | 433 |
|
|
2017
Q2 | $252K | Hold |
2,256
| – | – | 0.04% | 415 |
|
|
2017
Q1 | $252K | Sell |
2,256
-17
| -0.7% | -$1.9K | 0.03% | 453 |
|
|
2016
Q4 | $240K | Buy |
+2,273
| New | +$240K | 0.03% | 407 |
|