Marietta Wealth Management’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
$6.85M Buy
24,086
+1,160
+5% +$330K 0.89% 42
2025
Q1
$5.61M Buy
22,926
+582
+3% +$142K 0.82% 60
2024
Q4
$5.67M Buy
22,344
+285
+1% +$72.3K 0.81% 55
2024
Q3
$5.37M Buy
22,059
+674
+3% +$164K 0.78% 61
2024
Q2
$4.91M Buy
21,385
+2,762
+15% +$634K 0.77% 60
2024
Q1
$4.39M Sell
18,623
-7
-0% -$1.65K 0.72% 66
2023
Q4
$4.09M Buy
18,630
+456
+3% +$100K 0.73% 65
2023
Q3
$3.54M Buy
18,174
+851
+5% +$166K 0.7% 68
2023
Q2
$3.56M Buy
17,323
+777
+5% +$160K 0.67% 68
2023
Q1
$3.22M Buy
16,546
+3,609
+28% +$703K 0.68% 66
2022
Q4
$2.33M Buy
12,937
+1,473
+13% +$265K 0.53% 74
2022
Q3
$1.96M Buy
11,464
+2,491
+28% +$425K 0.49% 75
2022
Q2
$1.57M Sell
8,973
-1,371
-13% -$240K 0.38% 80
2022
Q1
$2.31M Buy
10,344
+1,028
+11% +$229K 0.48% 75
2021
Q4
$2.37M Buy
9,316
+445
+5% +$113K 0.48% 73
2021
Q3
$2.1M Buy
8,871
+574
+7% +$136K 0.46% 77
2021
Q2
$1.96M Buy
8,297
+940
+13% +$222K 0.44% 78
2021
Q1
$1.58M Buy
7,357
+1,965
+36% +$422K 0.39% 84
2020
Q4
$1.14M Buy
+5,392
New +$1.14M 0.31% 81