Martel Wealth Advisors’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 | $277K | Hold |
975
| – | – | 0.05% | 58 |
|
|
2025
Q1 | $238K | Hold |
975
| – | – | 0.05% | 64 |
|
|
2024
Q4 | $247K | Sell |
975
-2
| -0.2% | -$507 | 0.05% | 63 |
|
|
2024
Q3 | $239K | Buy |
977
+2
| +0.2% | +$489 | 0.05% | 47 |
|
|
2024
Q2 | $224K | Hold |
975
| – | – | 0.05% | 49 |
|
|
2024
Q1 | $230K | Hold |
975
| – | – | 0.05% | 49 |
|
|
2023
Q4 | $214K | Buy |
+975
| New | +$214K | 0.05% | 53 |
|
|
2023
Q3 | – | Sell |
-975
| Closed | -$201K | – | 53 |
|
|
2023
Q2 | $201K | Buy |
+975
| New | +$201K | 0.05% | 54 |
|
|
2022
Q2 | – | Sell |
-973
| Closed | -$217K | – | 50 |
|
|
2022
Q1 | $217K | Buy |
973
+1
| +0.1% | +$223 | 0.05% | 48 |
|
|
2021
Q4 | $247K | Buy |
972
+1
| +0.1% | +$255 | 0.06% | 44 |
|
|
2021
Q3 | $229K | Buy |
971
+1
| +0.1% | +$236 | 0.06% | 44 |
|
|
2021
Q2 | $229K | Buy |
970
+1
| +0.1% | +$236 | 0.06% | 45 |
|
|
2021
Q1 | $208K | Buy |
969
+1
| +0.1% | +$215 | 0.06% | 44 |
|
|
2020
Q4 | $205K | Buy |
+968
| New | +$205K | 0.06% | 44 |
|