Novak & Powell Financial Services’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 | $586K | Sell |
2,062
-3,293
| -61% | -$936K | 0.41% | 58 |
|
|
2025
Q1 | $1.31M | Sell |
5,355
-171
| -3% | -$41.8K | 0.82% | 35 |
|
|
2024
Q4 | $1.4M | Hold |
5,526
| – | – | 0.84% | 32 |
|
|
2024
Q3 | $1.35M | Hold |
5,526
| – | – | 0.78% | 33 |
|
|
2024
Q2 | $1.27M | Sell |
5,526
-52,345
| -90% | -$12M | 0.79% | 35 |
|
|
2024
Q1 | $1.49M | Buy |
57,871
+52,432
| +964% | +$1.35M | 1.11% | 22 |
|
|
2023
Q4 | $1.18M | Buy |
+5,439
| New | +$1.18M | 0.79% | 35 |
|