Perigon 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 | $5.03M | Sell |
17,696
-223
| -1% | -$63.4K | 0.12% | 166 |
|
|
2025
Q1 | $4.38M | Buy |
17,919
+238
| +1% | +$58.2K | 0.11% | 184 |
|
|
2024
Q4 | $4.68M | Buy |
17,681
+2,276
| +15% | +$602K | 0.11% | 168 |
|
|
2024
Q3 | $3.75M | Sell |
15,405
-6,873
| -31% | -$1.67M | 0.1% | 189 |
|
|
2024
Q2 | $5.11M | Buy |
22,278
+232
| +1% | +$53.3K | 0.15% | 137 |
|
|
2024
Q1 | $5.2M | Buy |
22,046
+984
| +5% | +$232K | 0.16% | 138 |
|
|
2023
Q4 | $4.62M | Buy |
21,062
+748
| +4% | +$164K | 0.15% | 136 |
|
|
2023
Q3 | $3.96M | Buy |
20,314
+339
| +2% | +$66K | 0.16% | 136 |
|
|
2023
Q2 | $4.11M | Buy |
19,975
+7,825
| +64% | +$1.61M | 0.16% | 133 |
|
|
2023
Q1 | $2.37M | Buy |
12,150
+2,408
| +25% | +$469K | 0.13% | 161 |
|
|
2022
Q4 | $1.75M | Buy |
9,742
+1,279
| +15% | +$230K | 0.11% | 188 |
|
|
2022
Q3 | $1.44M | Buy |
8,463
+735
| +10% | +$125K | 0.12% | 160 |
|
|
2022
Q2 | $1.36M | Buy |
7,728
+488
| +7% | +$85.6K | 0.11% | 175 |
|
|
2022
Q1 | $1.61M | Buy |
7,240
+675
| +10% | +$150K | 0.11% | 157 |
|
|
2021
Q4 | $1.67M | Buy |
6,565
+523
| +9% | +$133K | 0.12% | 149 |
|
|
2021
Q3 | $1.43M | Buy |
6,042
+182
| +3% | +$43K | 0.12% | 151 |
|
|
2021
Q2 | $1.39M | Buy |
5,860
+335
| +6% | +$79.2K | 0.12% | 149 |
|
|
2021
Q1 | $1.19M | Buy |
5,525
+15
| +0.3% | +$3.22K | 0.12% | 160 |
|
|
2020
Q4 | $1.17M | Buy |
5,510
+179
| +3% | +$38K | 0.14% | 126 |
|
|
2020
Q3 | $960K | Sell |
5,331
-60
| -1% | -$10.8K | 0.13% | 131 |
|
|
2020
Q2 | $890K | Buy |
5,391
+486
| +10% | +$80.2K | 0.14% | 117 |
|
|
2020
Q1 | $677K | Buy |
4,905
+985
| +25% | +$136K | 0.13% | 136 |
|
|
2019
Q4 | $628K | Buy |
3,920
+1,940
| +98% | +$311K | 0.13% | 119 |
|
|
2019
Q3 | $296K | Hold |
1,980
| – | – | 0.07% | 176 |
|
|
2019
Q2 | $296K | Hold |
1,980
| – | – | 0.07% | 174 |
|
|
2019
Q1 | $290K | Hold |
1,980
| – | – | 0.07% | 163 |
|
|
2018
Q4 | $259K | Hold |
1,980
| – | – | 0.07% | 176 |
|
|
2018
Q3 | $283K | Hold |
1,980
| – | – | 0.07% | 184 |
|
|
2018
Q2 | $266K | Hold |
1,980
| – | – | 0.08% | 205 |
|
|
2018
Q1 | $257K | Sell |
1,980
-400
| -17% | -$51.9K | 0.09% | 143 |
|
|
2017
Q4 | $304K | Buy |
+2,380
| New | +$304K | 0.11% | 107 |
|