McClarren Financial 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 | – | Sell |
-1,345
| Closed | -$170K | – | 293 |
|
|
2025
Q1 | $170K | Buy |
+1,345
| New | +$170K | 0.11% | 76 |
|
|
2024
Q4 | – | Sell |
-1,339
| Closed | -$10 | – | 314 |
|
|
2024
Q3 | $10 | Buy |
1,339
+651
| +95% | +$5 | ﹤0.01% | 188 |
|
|
2024
Q2 | $149K | Buy |
688
+38
| +6% | +$8.23K | 0.1% | 84 |
|
|
2024
Q1 | $154K | Buy |
650
+2
| +0.3% | +$474 | 0.11% | 82 |
|
|
2023
Q4 | $142K | Buy |
648
+2
| +0.3% | +$438 | 0.11% | 87 |
|
|
2023
Q3 | $125K | Sell |
646
-18
| -3% | -$3.48K | 0.11% | 89 |
|
|
2023
Q2 | $136K | Buy |
664
+2
| +0.3% | +$410 | 0.11% | 86 |
|
|
2023
Q1 | $127K | Hold |
662
| – | – | 0.12% | 86 |
|
|
2022
Q4 | $119K | Buy |
662
+2
| +0.3% | +$360 | 0.11% | 92 |
|
|
2022
Q3 | $112K | Buy |
+660
| New | +$112K | 0.11% | 85 |
|
|
2022
Q2 | – | Sell |
-658
| Closed | -$146K | – | 276 |
|
|
2022
Q1 | $146K | Sell |
658
-2
| -0.3% | -$444 | 0.11% | 71 |
|
|
2021
Q4 | $168K | Buy |
660
+4
| +0.6% | +$1.02K | 0.11% | 71 |
|
|
2021
Q3 | $155K | Buy |
656
+637
| +3,353% | +$151K | 0.12% | 64 |
|
|
2021
Q2 | $4K | Hold |
19
| – | – | ﹤0.01% | 260 |
|
|
2021
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 225 |
|
|
2020
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 192 |
|