Petix & Botte Financial’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 | $607K | Hold |
2,136
| – | – | 0.15% | 76 |
|
|
2025
Q1 | $523K | Hold |
2,136
| – | – | 0.14% | 78 |
|
|
2024
Q4 | $542K | Sell |
2,136
-76
| -3% | -$19.3K | 0.14% | 81 |
|
|
2024
Q3 | $539K | Hold |
2,212
| – | – | 0.14% | 68 |
|
|
2024
Q2 | $508K | Sell |
2,212
-3,561
| -62% | -$817K | 0.14% | 70 |
|
|
2024
Q1 | $1.36M | Buy |
5,773
+3,471
| +151% | +$818K | 0.34% | 57 |
|
|
2023
Q4 | $505K | Hold |
2,302
| – | – | 0.15% | 64 |
|
|
2023
Q3 | $448K | Hold |
2,302
| – | – | 0.14% | 68 |
|
|
2023
Q2 | $474K | Buy |
2,302
+803
| +54% | +$165K | 0.15% | 67 |
|
|
2023
Q1 | $292K | Buy |
+1,499
| New | +$292K | 0.2% | 62 |
|
|
2022
Q3 | $256K | Hold |
1,499
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $263K | Sell |
1,499
-1,713
| -53% | -$301K | 0.19% | 61 |
|
|
2022
Q1 | $716K | Buy |
3,212
+1,606
| +100% | +$358K | 0.22% | 57 |
|
|
2021
Q4 | $409K | Sell |
1,606
-2,710
| -63% | -$690K | 0.26% | 56 |
|
|
2021
Q3 | $1.02M | Buy |
4,316
+2,089
| +94% | +$493K | 0.35% | 44 |
|
|
2021
Q2 | $526K | Buy |
2,227
+1
| +0% | +$236 | 0.37% | 45 |
|
|
2021
Q1 | $478K | Sell |
2,226
-266
| -11% | -$57.1K | 0.35% | 50 |
|
|
2020
Q4 | $529K | Hold |
2,492
| – | – | 0.4% | 44 |
|
|
2020
Q3 | $448K | Sell |
2,492
-3,216
| -56% | -$578K | 0.36% | 49 |
|
|
2020
Q2 | $470K | Buy |
5,708
+2,854
| +100% | +$235K | 0.39% | 48 |
|
|
2020
Q1 | $362K | Sell |
2,854
-502
| -15% | -$63.7K | 0.35% | 51 |
|
|
2019
Q4 | $533K | Buy |
+3,356
| New | +$533K | 0.42% | 47 |
|