Meridian 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 | $5.9M | Sell |
20,764
-1,836
| -8% | -$522K | 0.25% | 92 |
|
|
2025
Q1 | $5.53M | Buy |
22,600
+662
| +3% | +$162K | 0.27% | 87 |
|
|
2024
Q4 | $5.56M | Buy |
21,938
+324
| +1% | +$82.2K | 0.26% | 82 |
|
|
2024
Q3 | $5.26M | Buy |
+21,614
| New | +$5.26M | 0.26% | 83 |
|
|
2024
Q1 | – | Sell |
-6,842
| Closed | -$1.5M | – | 554 |
|
|
2023
Q4 | $1.5M | Buy |
6,842
+32
| +0.5% | +$7.02K | 0.1% | 202 |
|
|
2023
Q3 | $1.33M | Sell |
6,810
-253
| -4% | -$49.3K | 0.08% | 202 |
|
|
2023
Q2 | $1.45M | Buy |
7,063
+275
| +4% | +$56.6K | 0.12% | 151 |
|
|
2023
Q1 | $1.32M | Buy |
6,788
+89
| +1% | +$17.3K | 0.12% | 166 |
|
|
2022
Q4 | $1.2M | Sell |
6,699
-409
| -6% | -$73.5K | 0.12% | 166 |
|
|
2022
Q3 | $1.21M | Sell |
7,108
-3,852
| -35% | -$657K | 0.13% | 161 |
|
|
2022
Q2 | $1.92M | Buy |
10,960
+6,513
| +146% | +$1.14M | 0.16% | 151 |
|
|
2022
Q1 | $991K | Sell |
4,447
-133
| -3% | -$29.6K | 0.11% | 156 |
|
|
2021
Q4 | $1.17M | Sell |
4,580
-45
| -1% | -$11.5K | 0.12% | 141 |
|
|
2021
Q3 | $1.09M | Sell |
4,625
-3
| -0.1% | -$709 | 0.13% | 142 |
|
|
2021
Q2 | $1.09M | Sell |
4,628
-35
| -0.8% | -$8.27K | 0.14% | 139 |
|
|
2021
Q1 | $1M | Buy |
4,663
+404
| +9% | +$86.7K | 0.15% | 137 |
|
|
2020
Q4 | $903K | Sell |
4,259
-122
| -3% | -$25.9K | 0.14% | 126 |
|
|
2020
Q3 | $789K | Buy |
4,381
+234
| +6% | +$42.1K | 0.19% | 99 |
|
|
2020
Q2 | $684K | Buy |
4,147
+180
| +5% | +$29.7K | 0.23% | 97 |
|
|
2020
Q1 | $502K | Buy |
3,967
+585
| +17% | +$74K | 0.22% | 101 |
|
|
2019
Q4 | $536K | Buy |
+3,382
| New | +$536K | 0.26% | 78 |
|
|
2019
Q3 | – | Sell |
-931
| Closed | -$1.39K | – | 493 |
|
|
2019
Q2 | $1.39K | Buy |
+931
| New | +$1.39K | 0.06% | 247 |
|