MSAM
Moloney Securities Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $598K | Hold |
2,104
| – | – | 0.07% | 242 |
|
2025
Q1 | $515K | Hold |
2,104
| – | – | 0.07% | 247 |
|
2024
Q4 | $534K | Sell |
2,104
-42
| -2% | -$10.7K | 0.07% | 252 |
|
2024
Q3 | $522K | Buy |
2,146
+85
| +4% | +$20.7K | 0.07% | 273 |
|
2024
Q2 | $473K | Hold |
2,061
| – | – | 0.07% | 277 |
|
2024
Q1 | $486K | Buy |
2,061
+13
| +0.6% | +$3.07K | 0.07% | 271 |
|
2023
Q4 | $450K | Hold |
2,048
| – | – | 0.07% | 260 |
|
2023
Q3 | $399K | Hold |
2,048
| – | – | 0.07% | 258 |
|
2023
Q2 | $421K | Buy |
2,048
+3
| +0.1% | +$617 | 0.07% | 260 |
|
2023
Q1 | $399K | Buy |
+2,045
| New | +$399K | 0.07% | 264 |
|
2022
Q1 | – | Sell |
-955
| Closed | -$243K | – | 462 |
|
2021
Q4 | $243K | Buy |
955
+42
| +5% | +$10.7K | 0.04% | 368 |
|
2021
Q3 | $216K | Hold |
913
| – | – | 0.04% | 382 |
|
2021
Q2 | $216K | Sell |
913
-162
| -15% | -$38.3K | 0.04% | 383 |
|
2021
Q1 | $231K | Buy |
+1,075
| New | +$231K | 0.05% | 349 |
|