Modera 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 | $847K | Sell |
2,980
-3
| -0.1% | -$853 | 0.01% | 355 |
|
|
2025
Q1 | $730K | Sell |
2,983
-305
| -9% | -$74.6K | 0.01% | 368 |
|
|
2024
Q4 | $834K | Sell |
3,288
-240
| -7% | -$60.9K | 0.01% | 358 |
|
|
2024
Q3 | $859K | Buy |
3,528
+167
| +5% | +$40.7K | 0.01% | 333 |
|
|
2024
Q2 | $772K | Sell |
3,361
-405
| -11% | -$93K | 0.01% | 328 |
|
|
2024
Q1 | $888K | Sell |
3,766
-5
| -0.1% | -$1.18K | 0.01% | 311 |
|
|
2023
Q4 | $828K | Hold |
3,771
| – | – | 0.01% | 309 |
|
|
2023
Q3 | $735K | Buy |
3,771
+313
| +9% | +$61K | 0.01% | 311 |
|
|
2023
Q2 | $712K | Buy |
3,458
+1,757
| +103% | +$362K | 0.01% | 334 |
|
|
2023
Q1 | $331K | Buy |
1,701
+3
| +0.2% | +$585 | 0.01% | 271 |
|
|
2022
Q4 | $305K | Buy |
1,698
+242
| +17% | +$43.5K | 0.01% | 284 |
|
|
2022
Q3 | $248K | Buy |
1,456
+1
| +0.1% | +$170 | 0.01% | 275 |
|
|
2022
Q2 | $255K | Buy |
1,455
+200
| +16% | +$35.1K | 0.01% | 283 |
|
|
2022
Q1 | $280K | Buy |
1,255
+37
| +3% | +$8.26K | 0.01% | 292 |
|
|
2021
Q4 | $310K | Buy |
+1,218
| New | +$310K | 0.01% | 402 |
|