NFP Retirement Inc’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 | $306K | Buy |
1,077
+29
| +3% | +$8.25K | 0.02% | 246 |
|
|
2025
Q1 | $256K | Buy |
1,048
+6
| +0.6% | +$1.47K | 0.02% | 243 |
|
|
2024
Q4 | $264K | Sell |
1,042
-74
| -7% | -$18.8K | 0.02% | 253 |
|
|
2024
Q3 | $272K | Sell |
1,116
-18
| -2% | -$4.38K | 0.02% | 242 |
|
|
2024
Q2 | $260K | Buy |
1,134
+3
| +0.3% | +$689 | 0.02% | 241 |
|
|
2024
Q1 | $267K | Sell |
1,131
-209
| -16% | -$49.3K | 0.02% | 237 |
|
|
2023
Q4 | $295K | Sell |
1,340
-413
| -24% | -$90.8K | 0.05% | 190 |
|
|
2023
Q3 | $341K | Sell |
1,753
-835
| -32% | -$163K | 0.07% | 169 |
|
|
2023
Q2 | $533K | Sell |
2,588
-1,732
| -40% | -$356K | 0.1% | 144 |
|
|
2023
Q1 | $842K | Sell |
4,320
-75
| -2% | -$14.6K | 0.17% | 107 |
|
|
2022
Q4 | $790K | Buy |
4,395
+448
| +11% | +$80.6K | 0.17% | 105 |
|
|
2022
Q3 | $673K | Sell |
3,947
-162
| -4% | -$27.6K | 0.17% | 109 |
|
|
2022
Q2 | $721K | Buy |
4,109
+80
| +2% | +$14K | 0.18% | 101 |
|
|
2022
Q1 | $898K | Buy |
4,029
+137
| +4% | +$30.5K | 0.21% | 89 |
|
|
2021
Q4 | $991K | Buy |
3,892
+424
| +12% | +$108K | 0.35% | 50 |
|
|
2021
Q3 | $820K | Sell |
3,468
-51
| -1% | -$12.1K | 0.33% | 51 |
|
|
2021
Q2 | $832K | Buy |
3,519
+695
| +25% | +$164K | 0.32% | 56 |
|
|
2021
Q1 | $606K | Buy |
2,824
+269
| +11% | +$57.7K | 0.26% | 62 |
|
|
2020
Q4 | $542K | Buy |
+2,555
| New | +$542K | 0.33% | 60 |
|