Pinion Investment Advisors’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 | $705K | Buy |
2,480
+33
| +1% | +$9.39K | 0.24% | 77 |
|
|
2025
Q1 | $599K | Sell |
2,447
-98
| -4% | -$24K | 0.13% | 87 |
|
|
2024
Q4 | $646K | Sell |
2,545
-52
| -2% | -$13.2K | 0.26% | 72 |
|
|
2024
Q3 | $632K | Buy |
2,597
+13
| +0.5% | +$3.17K | 0.26% | 72 |
|
|
2024
Q2 | $593K | Buy |
2,584
+1,274
| +97% | +$292K | 0.3% | 66 |
|
|
2024
Q1 | $309K | Buy |
+1,310
| New | +$309K | 0.16% | 112 |
|
|
2022
Q4 | – | Sell |
-1,318
| Closed | -$225K | – | 161 |
|
|
2022
Q3 | $225K | Buy |
1,318
+23
| +2% | +$3.93K | 0.2% | 135 |
|
|
2022
Q2 | $227K | Sell |
1,295
-33
| -2% | -$5.79K | 0.19% | 146 |
|
|
2022
Q1 | $296K | Buy |
1,328
+23
| +2% | +$5.13K | 0.21% | 134 |
|
|
2021
Q4 | $332K | Sell |
1,305
-19
| -1% | -$4.83K | 0.22% | 129 |
|
|
2021
Q3 | $313K | Buy |
1,324
+39
| +3% | +$9.22K | 0.25% | 118 |
|
|
2021
Q2 | $304K | Buy |
1,285
+15
| +1% | +$3.55K | 0.24% | 121 |
|
|
2021
Q1 | $273K | Buy |
1,270
+84
| +7% | +$18.1K | 0.25% | 123 |
|
|
2020
Q4 | $252K | Sell |
1,186
-433
| -27% | -$92K | 0.27% | 119 |
|
|
2020
Q3 | $267K | Hold |
1,619
| – | – | 0.4% | 96 |
|
|
2020
Q2 | $267K | Sell |
1,619
-271
| -14% | -$44.7K | 0.4% | 96 |
|
|
2020
Q1 | $239K | Buy |
1,890
+166
| +10% | +$21K | 0.51% | 83 |
|
|
2019
Q4 | $274K | Buy |
1,724
+60
| +4% | +$9.54K | 0.51% | 98 |
|
|
2019
Q3 | $246K | Sell |
1,664
-235
| -12% | -$34.7K | 0.5% | 101 |
|
|
2019
Q2 | $284K | Sell |
1,899
-751
| -28% | -$112K | 0.61% | 86 |
|
|
2019
Q1 | $378K | Buy |
2,650
+104
| +4% | +$14.8K | 0.66% | 78 |
|
|
2018
Q4 | $305K | Buy |
2,546
+145
| +6% | +$17.4K | 0.64% | 84 |
|
|
2018
Q3 | $342K | Sell |
2,401
-95
| -4% | -$13.5K | 0.66% | 76 |
|
|
2018
Q2 | $335K | Buy |
2,496
+67
| +3% | +$8.99K | 0.65% | 72 |
|
|
2018
Q1 | $315K | Buy |
+2,429
| New | +$315K | 0.68% | 75 |
|