Moneta Group 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 | $170M | Buy |
597,195
+99,760
| +20% | +$28.4M | 2.02% | 12 |
|
|
2025
Q1 | $122M | Buy |
497,435
+34,036
| +7% | +$8.33M | 1.68% | 18 |
|
|
2024
Q4 | $118M | Buy |
463,399
+34,403
| +8% | +$8.73M | 1.65% | 19 |
|
|
2024
Q3 | $104M | Buy |
428,996
+14,558
| +4% | +$3.54M | 1.52% | 19 |
|
|
2024
Q2 | $95.1M | Buy |
414,438
+4,047
| +1% | +$929K | 1.52% | 21 |
|
|
2024
Q1 | $96.8M | Buy |
410,391
+99,278
| +32% | +$23.4M | 1.58% | 19 |
|
|
2023
Q4 | $68.3M | Buy |
311,113
+35,841
| +13% | +$7.87M | 1.35% | 18 |
|
|
2023
Q3 | $53.6M | Buy |
275,272
+15,586
| +6% | +$3.04M | 1.22% | 24 |
|
|
2023
Q2 | $53.4M | Buy |
259,686
+30,195
| +13% | +$6.21M | 1.18% | 25 |
|
|
2023
Q1 | $44.7M | Buy |
229,491
+61,500
| +37% | +$12M | 1.07% | 25 |
|
|
2022
Q4 | $32.9M | Buy |
167,991
+24,142
| +17% | +$4.73M | 0.9% | 29 |
|
|
2022
Q3 | $24.5M | Sell |
143,849
-16,226
| -10% | -$2.77M | 0.93% | 31 |
|
|
2022
Q2 | $28.1M | Buy |
160,075
+62,772
| +65% | +$11M | 0.96% | 29 |
|
|
2022
Q1 | $21.7M | Buy |
97,303
+16,846
| +21% | +$3.75M | 0.85% | 35 |
|
|
2021
Q4 | $20.5M | Buy |
80,457
+3,669
| +5% | +$934K | 0.83% | 35 |
|
|
2021
Q3 | $18.1M | Buy |
76,788
+11,897
| +18% | +$2.81M | 0.84% | 34 |
|
|
2021
Q2 | $15.3M | Buy |
64,891
+1,454
| +2% | +$344K | 0.71% | 37 |
|
|
2021
Q1 | $13.6M | Buy |
63,437
+4,131
| +7% | +$886K | 0.72% | 37 |
|
|
2020
Q4 | $12.6M | Buy |
59,306
+674
| +1% | +$143K | 0.9% | 29 |
|
|
2020
Q3 | $10.6M | Sell |
58,632
-3,835
| -6% | -$691K | 0.92% | 31 |
|
|
2020
Q2 | $10.3M | Buy |
62,467
+899
| +1% | +$148K | 0.98% | 31 |
|
|
2020
Q1 | $7.8M | Buy |
61,568
+8,142
| +15% | +$1.03M | 0.81% | 34 |
|
|
2019
Q4 | $8.48M | Sell |
53,426
-1,520
| -3% | -$241K | 0.71% | 35 |
|
|
2019
Q3 | $8.14M | Sell |
54,946
-27
| -0% | -$4K | 0.76% | 30 |
|
|
2019
Q2 | $8.21M | Sell |
54,973
-2,553
| -4% | -$381K | 0.81% | 29 |
|
|
2019
Q1 | $8.21M | Buy |
57,526
+1,222
| +2% | +$174K | 0.86% | 27 |
|
|
2018
Q4 | $6.74M | Buy |
56,304
+19,058
| +51% | +$2.28M | 0.8% | 27 |
|
|
2018
Q3 | $5.31M | Buy |
37,246
+12,729
| +52% | +$1.81M | 0.54% | 39 |
|
|
2018
Q2 | $3.3M | Buy |
24,517
+2,821
| +13% | +$379K | 0.37% | 45 |
|
|
2018
Q1 | $2.81M | Buy |
21,696
+13,534
| +166% | +$1.75M | 0.37% | 42 |
|
|
2017
Q4 | $1.04M | Buy |
8,162
+233
| +3% | +$29.7K | 0.16% | 68 |
|
|
2017
Q3 | $965K | Buy |
7,929
+170
| +2% | +$20.7K | 0.15% | 68 |
|
|
2017
Q2 | $913K | Buy |
+7,759
| New | +$913K | 0.15% | 86 |
|