Mosaic Family Wealth Partners’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 | $5.53M | Buy |
19,440
+4
| +0% | +$1.14K | 0.7% | 19 |
|
|
2025
Q1 | $4.75M | Buy |
19,436
+671
| +4% | +$164K | 0.68% | 19 |
|
|
2024
Q4 | $4.76M | Sell |
18,765
-116
| -0.6% | -$29.4K | 0.69% | 21 |
|
|
2024
Q3 | $4.6M | Sell |
18,881
-176
| -0.9% | -$42.9K | 0.68% | 19 |
|
|
2024
Q2 | $4.37M | Sell |
19,057
-24
| -0.1% | -$5.51K | 0.7% | 21 |
|
|
2024
Q1 | $4.5M | Sell |
19,081
-99
| -0.5% | -$23.3K | 0.74% | 19 |
|
|
2023
Q4 | $4.21M | Sell |
19,180
-1,328
| -6% | -$292K | 0.73% | 23 |
|
|
2023
Q3 | $3.99M | Sell |
20,508
-28
| -0.1% | -$5.45K | 0.8% | 18 |
|
|
2023
Q2 | $4.23M | Sell |
20,536
-404
| -2% | -$83.1K | 0.83% | 19 |
|
|
2023
Q1 | $4.08M | Sell |
20,940
-486
| -2% | -$94.7K | 0.85% | 19 |
|
|
2022
Q4 | $3.85M | Buy |
+21,426
| New | +$3.85M | 1.09% | 16 |
|