NewEdge 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 | $9.52M | Buy |
33,065
+515
| +2% | +$148K | 0.15% | 122 |
|
|
2025
Q1 | $7.96M | Sell |
32,550
-1,150
| -3% | -$281K | 0.14% | 128 |
|
|
2024
Q4 | $8.55M | Sell |
33,700
-1,116
| -3% | -$283K | 0.15% | 124 |
|
|
2024
Q3 | $8.48M | Sell |
34,816
-37
| -0.1% | -$9.01K | 0.15% | 134 |
|
|
2024
Q2 | $8M | Sell |
34,853
-10,764
| -24% | -$2.47M | 0.17% | 119 |
|
|
2024
Q1 | $10.3M | Sell |
45,617
-2,488
| -5% | -$562K | 0.23% | 108 |
|
|
2023
Q4 | $10.6M | Buy |
48,105
+56
| +0.1% | +$12.3K | 0.27% | 93 |
|
|
2023
Q3 | $9.36M | Buy |
48,049
+12
| +0% | +$2.34K | 0.3% | 96 |
|
|
2023
Q2 | $9.88M | Sell |
48,037
-416
| -0.9% | -$85.6K | 0.33% | 86 |
|
|
2023
Q1 | $9.44M | Buy |
48,453
+2,973
| +7% | +$579K | 0.36% | 81 |
|
|
2022
Q4 | $8.18M | Buy |
45,480
+4,412
| +11% | +$793K | 0.35% | 81 |
|
|
2022
Q3 | $7M | Sell |
41,068
-257
| -0.6% | -$43.8K | 0.33% | 84 |
|
|
2022
Q2 | $7.25M | Sell |
41,325
-3,125
| -7% | -$548K | 0.33% | 78 |
|
|
2022
Q1 | $9.9M | Sell |
44,450
-9,403
| -17% | -$2.1M | 0.44% | 60 |
|
|
2021
Q4 | $13.7M | Buy |
53,853
+3,870
| +8% | +$985K | 0.57% | 37 |
|
|
2021
Q3 | $11.8M | Buy |
49,983
+74
| +0.1% | +$17.5K | 0.7% | 32 |
|
|
2021
Q2 | $11.8M | Buy |
49,909
+847
| +2% | +$200K | 0.9% | 26 |
|
|
2021
Q1 | $10.5M | Buy |
49,062
+26,300
| +116% | +$5.64M | 1.05% | 18 |
|
|
2020
Q4 | $4.83M | Buy |
+22,762
| New | +$4.83M | 1.49% | 18 |
|