Oakworth Capital’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 | $988K | Hold |
3,475
| – | – | 0.06% | 80 |
|
2025
Q1 | $850K | Hold |
3,475
| – | – | 0.06% | 87 |
|
2024
Q4 | $882K | Sell |
3,475
-220
| -6% | -$55.8K | 0.06% | 90 |
|
2024
Q3 | $900K | Sell |
3,695
-42
| -1% | -$10.2K | 0.06% | 88 |
|
2024
Q2 | $858K | Buy |
3,737
+2,412
| +182% | +$554K | 0.06% | 84 |
|
2024
Q1 | $312K | Buy |
1,325
+737
| +125% | +$174K | 0.02% | 161 |
|
2023
Q4 | $129K | Hold |
588
| – | – | 0.01% | 225 |
|
2023
Q3 | $115K | Sell |
588
-25
| -4% | -$4.87K | 0.01% | 214 |
|
2023
Q2 | $126K | Buy |
613
+25
| +4% | +$5.14K | 0.01% | 216 |
|
2023
Q1 | $115K | Hold |
588
| – | – | 0.01% | 222 |
|
2022
Q4 | $106K | Hold |
588
| – | – | 0.01% | 218 |
|
2022
Q3 | $100K | Hold |
588
| – | – | 0.01% | 229 |
|
2022
Q2 | $103K | Sell |
588
-17
| -3% | -$2.98K | 0.01% | 233 |
|
2022
Q1 | $135K | Hold |
605
| – | – | 0.01% | 205 |
|
2021
Q4 | $154K | Hold |
605
| – | – | 0.01% | 209 |
|
2021
Q3 | $143K | Hold |
605
| – | – | 0.01% | 210 |
|
2021
Q2 | $143K | Hold |
605
| – | – | 0.01% | 212 |
|
2021
Q1 | $130K | Hold |
605
| – | – | 0.01% | 210 |
|
2020
Q4 | $128K | Hold |
605
| – | – | 0.02% | 195 |
|
2020
Q3 | $109K | Hold |
605
| – | – | 0.02% | 201 |
|
2020
Q2 | $100K | Hold |
605
| – | – | 0.02% | 199 |
|
2020
Q1 | $77K | Hold |
605
| – | – | 0.02% | 205 |
|
2019
Q4 | $97K | Hold |
605
| – | – | 0.02% | 225 |
|
2019
Q3 | $90K | Hold |
605
| – | – | 0.02% | 228 |
|
2019
Q2 | $90K | Hold |
605
| – | – | 0.02% | 249 |
|
2019
Q1 | $86K | Sell |
605
-153
| -20% | -$21.7K | 0.02% | 246 |
|
2018
Q4 | $91K | Hold |
758
| – | – | 0.02% | 230 |
|
2018
Q3 | $108K | Hold |
758
| – | – | 0.02% | 227 |
|
2018
Q2 | $102K | Hold |
758
| – | – | 0.02% | 221 |
|
2018
Q1 | $97K | Hold |
758
| – | – | 0.02% | 212 |
|
2017
Q4 | $97K | Hold |
758
| – | – | 0.02% | 218 |
|
2017
Q3 | $91K | Hold |
758
| – | – | 0.02% | 225 |
|
2017
Q2 | $89K | Hold |
758
| – | – | 0.02% | 228 |
|
2017
Q1 | $86K | Buy |
758
+605
| +395% | +$68.6K | 0.02% | 229 |
|
2016
Q4 | $16K | Sell |
153
-43
| -22% | -$4.5K | 0.01% | 416 |
|
2016
Q3 | $21K | Buy |
196
+153
| +356% | +$16.4K | 0.01% | 370 |
|
2016
Q2 | $4K | Sell |
43
-46
| -52% | -$4.28K | ﹤0.01% | 505 |
|
2016
Q1 | $9K | Hold |
89
| – | – | ﹤0.01% | 391 |
|
2015
Q4 | $9K | Buy |
+89
| New | +$9K | ﹤0.01% | 369 |
|