MBL 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
Q2 | $328K | Buy |
1,155
+80
| +7% | +$22.8K | 0.03% | 176 |
|
|
2025
Q1 | $263K | Hold |
1,075
| – | – | 0.03% | 192 |
|
|
2024
Q4 | $273K | Hold |
1,075
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $262K | Hold |
1,075
| – | – | 0.03% | 174 |
|
|
2024
Q2 | $247K | Sell |
1,075
-10
| -0.9% | -$2.3K | 0.03% | 174 |
|
|
2024
Q1 | $256K | Sell |
1,085
-55
| -5% | -$13K | 0.03% | 167 |
|
|
2023
Q4 | $250K | Sell |
1,140
-75
| -6% | -$16.5K | 0.03% | 154 |
|
|
2023
Q3 | $237K | Sell |
1,215
-60
| -5% | -$11.7K | 0.03% | 153 |
|
|
2023
Q2 | $262K | Sell |
1,275
-500
| -28% | -$103K | 0.04% | 143 |
|
|
2023
Q1 | $346K | Sell |
1,775
-25
| -1% | -$4.87K | 0.05% | 118 |
|
|
2022
Q4 | $324K | Hold |
1,800
| – | – | 0.06% | 125 |
|
|
2022
Q3 | $307K | Sell |
1,800
-300
| -14% | -$51.2K | 0.07% | 121 |
|
|
2022
Q2 | $368K | Sell |
2,100
-300
| -13% | -$52.6K | 0.09% | 107 |
|
|
2022
Q1 | $535K | Buy |
+2,400
| New | +$535K | 0.13% | 94 |
|
|
2021
Q1 | $634K | Buy |
+2,955
| New | +$634K | 0.22% | 72 |
|