Meridian 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 | $527K | Hold |
1,854
| – | – | 0.08% | 119 |
|
|
2025
Q1 | $454K | Sell |
1,854
-370
| -17% | -$90.5K | 0.08% | 114 |
|
|
2024
Q4 | $564K | Hold |
2,224
| – | – | 0.09% | 109 |
|
|
2024
Q3 | $541K | Buy |
2,224
+50
| +2% | +$12.2K | 0.09% | 109 |
|
|
2024
Q2 | $499K | Buy |
2,174
+480
| +28% | +$110K | 0.09% | 111 |
|
|
2024
Q1 | $399K | Buy |
1,694
+72
| +4% | +$17K | 0.08% | 124 |
|
|
2023
Q4 | $356K | Hold |
1,622
| – | – | 0.08% | 132 |
|
|
2023
Q3 | $316K | Buy |
1,622
+551
| +51% | +$107K | 0.08% | 135 |
|
|
2023
Q2 | $220K | Hold |
1,071
| – | – | 0.05% | 169 |
|
|
2023
Q1 | $209K | Buy |
+1,071
| New | +$209K | 0.05% | 178 |
|
|
2022
Q2 | – | Sell |
-3,638
| Closed | -$811K | – | 216 |
|
|
2022
Q1 | $811K | Buy |
3,638
+1
| +0% | +$223 | 0.19% | 98 |
|
|
2021
Q4 | $926K | Hold |
3,637
| – | – | 0.23% | 89 |
|
|
2021
Q3 | $859K | Sell |
3,637
-60
| -2% | -$14.2K | 0.24% | 84 |
|
|
2021
Q2 | $874K | Sell |
3,697
-250
| -6% | -$59.1K | 0.25% | 85 |
|
|
2021
Q1 | $847K | Buy |
3,947
+251
| +7% | +$53.9K | 0.28% | 76 |
|
|
2020
Q4 | $784K | Buy |
3,696
+550
| +17% | +$117K | 0.29% | 78 |
|
|
2020
Q3 | $567K | Buy |
3,146
+1,690
| +116% | +$305K | 0.24% | 89 |
|
|
2020
Q2 | $240K | Buy |
+1,456
| New | +$240K | 0.11% | 146 |
|
|
2019
Q1 | – | Sell |
-906
| Closed | -$108K | – | 388 |
|
|
2018
Q4 | $108K | Buy |
+906
| New | +$108K | 0.08% | 158 |
|