Montag & Associates’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 | – | Sell |
-496
| Closed | -$121K | – | 1027 |
|
|
2025
Q1 | $121K | Hold |
496
| – | – | 0.01% | 476 |
|
|
2024
Q4 | $126K | Hold |
496
| – | – | 0.01% | 471 |
|
|
2024
Q3 | $121K | Hold |
496
| – | – | 0.01% | 485 |
|
|
2024
Q2 | $114K | Hold |
496
| – | – | 0.01% | 477 |
|
|
2024
Q1 | $117K | Hold |
496
| – | – | 0.01% | 471 |
|
|
2023
Q4 | $109K | Hold |
496
| – | – | 0.01% | 466 |
|
|
2023
Q3 | $96.6K | Buy |
+496
| New | +$96.6K | 0.01% | 464 |
|
|
2021
Q4 | – | Sell |
-10
| Closed | -$2K | – | 915 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 807 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 800 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 800 |
|