Opes Wealth Management’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 | $15.3M | Buy |
53,940
+2,845
| +6% | +$809K | 2.72% | 8 |
|
|
2025
Q1 | $12.5M | Buy |
51,095
+6,378
| +14% | +$1.56M | 2.52% | 7 |
|
|
2024
Q4 | $11.3M | Buy |
44,717
+164
| +0.4% | +$41.6K | 2.33% | 9 |
|
|
2024
Q3 | $10.8M | Buy |
44,553
+220
| +0.5% | +$53.6K | 2.09% | 10 |
|
|
2024
Q2 | $10.2M | Buy |
44,333
+203
| +0.5% | +$46.6K | 2.12% | 10 |
|
|
2024
Q1 | $10.4M | Buy |
44,130
+1,803
| +4% | +$425K | 2.4% | 9 |
|
|
2023
Q4 | $9.29M | Buy |
42,327
+314
| +0.7% | +$68.9K | 2.23% | 9 |
|
|
2023
Q3 | $8.18M | Sell |
42,013
-1,802
| -4% | -$351K | 2.27% | 9 |
|
|
2023
Q2 | $9.02M | Buy |
43,815
+490
| +1% | +$101K | 2.56% | 8 |
|
|
2023
Q1 | $8.44M | Buy |
43,325
+2,705
| +7% | +$527K | 2.72% | 7 |
|
|
2022
Q4 | $7.3M | Buy |
40,620
+2,040
| +5% | +$367K | 2.65% | 7 |
|
|
2022
Q3 | $6.58M | Buy |
+38,580
| New | +$6.58M | 2.63% | 9 |
|