OWM
Orgel Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9M | Buy |
221,110
+13,116
| +6% | +$3.73M | 1.52% | 19 |
|
|
2025
Q1 | $50.9M | Sell |
207,994
-6,629
| -3% | -$1.62M | 1.32% | 20 |
|
|
2024
Q4 | $54.5M | Sell |
214,623
-9,169
| -4% | -$2.33M | 1.42% | 19 |
|
|
2024
Q3 | $54.5M | Sell |
223,792
-225,167
| -50% | -$54.8M | 1.36% | 20 |
|
|
2024
Q2 | $103M | Buy |
448,959
+31,584
| +8% | +$7.25M | 2.78% | 15 |
|
|
2024
Q1 | $98.4M | Buy |
417,375
+64,401
| +18% | +$15.2M | 2.7% | 15 |
|
|
2023
Q4 | $77.5M | Buy |
352,974
+45,736
| +15% | +$10M | 2.29% | 15 |
|
|
2023
Q3 | $59.8M | Buy |
307,238
+5,606
| +2% | +$1.09M | 2.02% | 14 |
|
|
2023
Q2 | $62.1M | Buy |
301,632
+14,264
| +5% | +$2.94M | 2.05% | 14 |
|
|
2023
Q1 | $56M | Buy |
287,368
+11,068
| +4% | +$2.16M | 2% | 14 |
|
|
2022
Q4 | $49.7M | Buy |
276,300
+13,858
| +5% | +$2.49M | 1.91% | 14 |
|
|
2022
Q3 | $44.8M | Buy |
262,442
+91,790
| +54% | +$15.7M | 2.21% | 11 |
|
|
2022
Q2 | $29.9M | Buy |
170,652
+6,502
| +4% | +$1.14M | 1.69% | 12 |
|
|
2022
Q1 | $36.6M | Buy |
164,150
+46,677
| +40% | +$10.4M | 2.51% | 8 |
|
|
2021
Q4 | $29.9M | Buy |
117,473
+20,569
| +21% | +$5.24M | 2.89% | 8 |
|
|
2021
Q3 | $22.9M | Buy |
96,904
+2,087
| +2% | +$493K | 2.6% | 7 |
|
|
2021
Q2 | $22.4M | Buy |
94,817
+5,356
| +6% | +$1.27M | 2.81% | 8 |
|
|
2021
Q1 | $19.2M | Buy |
89,461
+4,182
| +5% | +$897K | 2.72% | 9 |
|
|
2020
Q4 | $18.1M | Buy |
85,279
+14,194
| +20% | +$3.01M | 3.71% | 7 |
|
|
2020
Q3 | $12.8M | Buy |
71,085
+3,744
| +6% | +$674K | 3.57% | 6 |
|
|
2020
Q2 | $11.1M | Buy |
67,341
+12,898
| +24% | +$2.13M | 4.19% | 6 |
|
|
2020
Q1 | $6.9M | Buy |
54,443
+22,853
| +72% | +$2.9M | 2.73% | 8 |
|
|
2019
Q4 | $5.02M | Buy |
31,590
+9,919
| +46% | +$1.57M | 1.38% | 14 |
|
|
2019
Q3 | $3.21M | Buy |
21,671
+901
| +4% | +$133K | 1.21% | 12 |
|
|
2019
Q2 | $3.1M | Buy |
20,770
+876
| +4% | +$131K | 1.21% | 10 |
|
|
2019
Q1 | $2.84M | Buy |
19,894
+1,715
| +9% | +$245K | 0.96% | 11 |
|
|
2018
Q4 | $2.18M | Buy |
18,179
+7,804
| +75% | +$934K | 0.66% | 15 |
|
|
2018
Q3 | $1.48M | Buy |
10,375
+895
| +9% | +$128K | 0.65% | 13 |
|
|
2018
Q2 | $1.27M | Buy |
9,480
+1,149
| +14% | +$154K | 0.31% | 13 |
|
|
2018
Q1 | $1.08M | Buy |
8,331
+2,532
| +44% | +$328K | 0.27% | 14 |
|
|
2017
Q4 | $741K | Buy |
+5,799
| New | +$741K | 0.18% | 19 |
|