Morton Brown Family Wealth’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 | $500K | Sell |
1,757
-174
| -9% | -$49.5K | 0.15% | 34 |
|
|
2025
Q1 | $472K | Sell |
1,931
-410
| -18% | -$100K | 0.16% | 34 |
|
|
2024
Q4 | $594K | Sell |
2,341
-4
| -0.2% | -$1.02K | 0.21% | 32 |
|
|
2024
Q3 | $571K | Sell |
2,345
-82
| -3% | -$20K | 0.2% | 34 |
|
|
2024
Q2 | $564K | Sell |
2,427
-236
| -9% | -$54.9K | 0.22% | 32 |
|
|
2024
Q1 | $628K | Sell |
2,663
-5
| -0.2% | -$1.18K | 0.26% | 31 |
|
|
2023
Q4 | $586K | Sell |
2,668
-158
| -6% | -$34.7K | 0.26% | 32 |
|
|
2023
Q3 | $550K | Sell |
2,826
-24
| -0.8% | -$4.67K | 0.28% | 30 |
|
|
2023
Q2 | $586K | Sell |
2,850
-25
| -0.9% | -$5.14K | 0.31% | 29 |
|
|
2023
Q1 | $560K | Hold |
2,875
| – | – | 0.33% | 31 |
|
|
2022
Q4 | $517K | Sell |
2,875
-277
| -9% | -$49.8K | 0.35% | 31 |
|
|
2022
Q3 | $538K | Buy |
+3,152
| New | +$538K | 0.43% | 30 |
|