Northeast Financial Consultants’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Northeast Financial Consultants’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.56M	Hold	5,489	–	–	0.06%	121
2025 Q1	$1.34M	Hold	5,489	–	–	0.06%	129
2024 Q4	$1.39M	Hold	5,489	–	–	0.06%	127
2024 Q3	$1.34M	Buy	5,489 +1	+0%	+$243	0.06%	137
2024 Q2	$1.26M	Hold	5,488	–	–	0.06%	133
2024 Q1	$1.29M	Hold	5,488	–	–	0.06%	130
2023 Q4	$1.2M	Buy	5,488 +1	+0%	+$220	0.07%	132
2023 Q3	$1.07M	Hold	5,487	–	–	0.07%	135
2023 Q2	$1.13M	Sell	5,487 -1,098	-17%	-$226K	0.07%	131
2023 Q1	$1.28M	Hold	6,585	–	–	0.08%	122
2022 Q4	$1.18M	Sell	6,585 -24	-0.4%	-$4.31K	0.08%	131
2022 Q3	$1.13M	Buy	6,609 +159	+2%	+$27.1K	0.08%	126
2022 Q2	$1.13M	Sell	6,450 -78	-1%	-$13.7K	0.08%	129
2022 Q1	$1.46M	Sell	6,528 -6	-0.1%	-$1.34K	0.08%	128
2021 Q4	$1.66M	Hold	6,534	–	–	0.1%	111
2021 Q3	$1.54M	Hold	6,534	–	–	0.1%	117
2021 Q2	$1.54M	Sell	6,534 -460	-7%	-$109K	0.1%	121
2021 Q1	$1.5M	Sell	6,994 -82	-1%	-$17.6K	0.11%	107
2020 Q4	$1.5M	Hold	7,076	–	–	0.12%	102
2020 Q3	$1.28M	Sell	7,076 -15	-0.2%	-$2.7K	0.12%	107
2020 Q2	$1.17M	Hold	7,091	–	–	0.11%	104
2020 Q1	$898K	Hold	7,091	–	–	0.1%	126
2019 Q4	$1.13M	Hold	7,091	–	–	0.1%	122
2019 Q3	$1.05M	Hold	7,091	–	–	0.11%	129
2019 Q2	$1.06M	Sell	7,091 -10,092	-59%	-$1.51M	0.11%	124
2019 Q1	$1.85M	Buy	+17,183	New	+$1.85M	0.21%	75
2018 Q4	–	Sell	-3,740	Closed	-$532K	–	208
2018 Q3	$532K	Hold	3,740	–	–	0.15%	84
2018 Q2	$502K	Hold	3,740	–	–	0.15%	86
2018 Q1	$484K	Hold	3,740	–	–	0.16%	90
2017 Q4	$477K	Sell	3,740 -460	-11%	-$58.7K	0.16%	96
2017 Q3	$511K	Hold	4,200	–	–	0.19%	82
2017 Q2	$494K	Sell	4,200 -275	-6%	-$32.3K	0.19%	90
2017 Q1	$505K	Hold	4,475	–	–	0.21%	82
2016 Q4	$473K	Hold	4,475	–	–	0.21%	86
2016 Q3	$476K	Hold	4,475	–	–	0.2%	87
2016 Q2	$456K	Hold	4,475	–	–	0.2%	85
2016 Q1	$449K	Hold	4,475	–	–	0.24%	77
2015 Q4	$446K	Hold	4,475	–	–	0.23%	76
2015 Q3	$435K	Buy	+4,475	New	+$435K	0.22%	82