Marcum Wealth’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
Q1 | $1.85M | Sell |
7,546
-51
| -0.7% | -$12.5K | 0.16% | 70 |
|
|
2024
Q4 | $1.93M | Buy |
7,597
+1,301
| +21% | +$330K | 0.17% | 64 |
|
|
2024
Q3 | $1.53M | Hold |
6,296
| – | – | 0.14% | 77 |
|
|
2024
Q2 | $1.45M | Hold |
6,296
| – | – | 0.14% | 78 |
|
|
2024
Q1 | $1.48M | Hold |
6,296
| – | – | 0.15% | 73 |
|
|
2023
Q4 | $1.38M | Sell |
6,296
-546
| -8% | -$120K | 0.15% | 74 |
|
|
2023
Q3 | $1.33M | Buy |
6,842
+415
| +6% | +$80.8K | 0.16% | 71 |
|
|
2023
Q2 | $1.32M | Sell |
6,427
-429
| -6% | -$88.3K | 0.16% | 73 |
|
|
2023
Q1 | $1.34M | Sell |
6,856
-106
| -2% | -$20.7K | 0.17% | 70 |
|
|
2022
Q4 | $1.25M | Sell |
6,962
-2,187
| -24% | -$393K | 0.17% | 67 |
|
|
2022
Q3 | $1.56M | Buy |
9,149
+970
| +12% | +$165K | 0.24% | 50 |
|
|
2022
Q2 | $1.44M | Sell |
8,179
-198
| -2% | -$34.7K | 0.21% | 59 |
|
|
2022
Q1 | $1.87M | Sell |
8,377
-349
| -4% | -$77.7K | 0.26% | 48 |
|
|
2021
Q4 | $2.22M | Sell |
8,726
-819
| -9% | -$209K | 0.31% | 37 |
|
|
2021
Q3 | $2.26M | Sell |
9,545
-726
| -7% | -$172K | 0.35% | 32 |
|
|
2021
Q2 | $2.43M | Sell |
10,271
-1,833
| -15% | -$433K | 0.39% | 29 |
|
|
2021
Q1 | $2.6M | Sell |
12,104
-1,159
| -9% | -$249K | 0.43% | 27 |
|
|
2020
Q4 | $2.81M | Sell |
13,263
-3,074
| -19% | -$652K | 0.66% | 18 |
|
|
2020
Q3 | $2.94M | Sell |
16,337
-244
| -1% | -$44K | 0.9% | 17 |
|
|
2020
Q2 | $2.74M | Buy |
+16,581
| New | +$2.74M | 0.84% | 20 |
|