OSAM
O'Shaughnessy Asset 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 | $2M | Buy |
7,017
+269
| +4% | +$76.5K | 0.01% | 776 |
|
|
2025
Q1 | $1.65M | Buy |
6,748
+809
| +14% | +$198K | 0.01% | 766 |
|
|
2024
Q4 | $1.51M | Sell |
5,939
-488
| -8% | -$124K | 0.01% | 766 |
|
|
2024
Q3 | $1.62M | Buy |
6,427
+2,762
| +75% | +$695K | 0.01% | 727 |
|
|
2024
Q2 | $841K | Buy |
3,665
+499
| +16% | +$115K | 0.01% | 916 |
|
|
2024
Q1 | $747K | Buy |
3,166
+1,555
| +97% | +$367K | 0.01% | 927 |
|
|
2023
Q4 | $354K | Buy |
1,611
+401
| +33% | +$88K | ﹤0.01% | 1147 |
|
|
2023
Q3 | $236K | Hold |
1,210
| – | – | ﹤0.01% | 1217 |
|
|
2023
Q2 | $249K | Buy |
1,210
+207
| +21% | +$42.6K | ﹤0.01% | 1121 |
|
|
2023
Q1 | $195K | Buy |
1,003
+885
| +750% | +$172K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $21.2K | Hold |
118
| – | – | ﹤0.01% | 1303 |
|
|
2022
Q3 | $20K | Sell |
118
-35
| -23% | -$5.93K | ﹤0.01% | 1272 |
|
|
2022
Q2 | $27K | Buy |
153
+35
| +30% | +$6.18K | ﹤0.01% | 1189 |
|
|
2022
Q1 | $26K | Hold |
118
| – | – | ﹤0.01% | 1206 |
|
|
2021
Q4 | $30K | Hold |
118
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q3 | $28K | Hold |
118
| – | – | ﹤0.01% | 1838 |
|
|
2021
Q2 | $28K | Buy |
+118
| New | +$28K | ﹤0.01% | 1750 |
|