Milestone Investment 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 | $554K | Sell |
1,948
-197
| -9% | -$56K | 0.14% | 59 |
|
|
2025
Q1 | $525K | Sell |
2,145
-37
| -2% | -$9.05K | 0.15% | 58 |
|
|
2024
Q4 | $554K | Sell |
2,182
-20
| -0.9% | -$5.08K | 0.15% | 57 |
|
|
2024
Q3 | $536K | Sell |
2,202
-53
| -2% | -$12.9K | 0.15% | 57 |
|
|
2024
Q2 | $518K | Sell |
2,255
-22
| -1% | -$5.05K | 0.14% | 55 |
|
|
2024
Q1 | $537K | Hold |
2,277
| – | – | 0.14% | 52 |
|
|
2023
Q4 | $500K | Sell |
2,277
-22
| -1% | -$4.83K | 0.15% | 55 |
|
|
2023
Q3 | $448K | Sell |
2,299
-4
| -0.2% | -$779 | 0.13% | 65 |
|
|
2023
Q2 | $474K | Sell |
2,303
-16
| -0.7% | -$3.29K | 0.15% | 52 |
|
|
2023
Q1 | $452K | Buy |
2,319
+52
| +2% | +$10.1K | 0.14% | 61 |
|
|
2022
Q4 | $407K | Buy |
+2,267
| New | +$407K | 0.14% | 50 |
|