Plancorp LLC’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 | $928K | Sell |
3,264
-181
| -5% | -$51.5K | 0.03% | 158 |
|
|
2025
Q1 | $843K | Buy |
3,445
+30
| +0.9% | +$7.34K | 0.03% | 158 |
|
|
2024
Q4 | $867K | Sell |
3,415
-203
| -6% | -$51.5K | 0.04% | 141 |
|
|
2024
Q3 | $881K | Buy |
3,618
+103
| +3% | +$25.1K | 0.04% | 141 |
|
|
2024
Q2 | $807K | Sell |
3,515
-412
| -10% | -$94.6K | 0.04% | 140 |
|
|
2024
Q1 | $926K | Buy |
3,927
+1,717
| +78% | +$405K | 0.04% | 126 |
|
|
2023
Q4 | $485K | Hold |
2,210
| – | – | 0.02% | 162 |
|
|
2023
Q3 | $430K | Buy |
2,210
+100
| +5% | +$19.5K | 0.02% | 164 |
|
|
2023
Q2 | $434K | Hold |
2,110
| – | – | 0.02% | 159 |
|
|
2023
Q1 | $411K | Hold |
2,110
| – | – | 0.02% | 170 |
|
|
2022
Q4 | $379K | Sell |
2,110
-2
| -0.1% | -$360 | 0.02% | 168 |
|
|
2022
Q3 | $360K | Buy |
2,112
+1
| +0% | +$170 | 0.02% | 165 |
|
|
2022
Q2 | $370K | Buy |
2,111
+1
| +0% | +$175 | 0.02% | 164 |
|
|
2022
Q1 | $470K | Hold |
2,110
| – | – | 0.03% | 153 |
|
|
2021
Q4 | $537K | Hold |
2,110
| – | – | 0.03% | 144 |
|
|
2021
Q3 | $499K | Hold |
2,110
| – | – | 0.03% | 141 |
|
|
2021
Q2 | $499K | Hold |
2,110
| – | – | 0.04% | 132 |
|
|
2021
Q1 | $453K | Hold |
2,110
| – | – | 0.1% | 129 |
|
|
2020
Q4 | $447K | Hold |
2,110
| – | – | 0.11% | 124 |
|
|
2020
Q3 | $380K | Hold |
2,110
| – | – | 0.12% | 116 |
|
|
2020
Q2 | $348K | Hold |
2,110
| – | – | 0.1% | 124 |
|
|
2020
Q1 | $267K | Sell |
2,110
-180
| -8% | -$22.8K | 0.1% | 132 |
|
|
2019
Q4 | $364K | Buy |
2,290
+300
| +15% | +$47.7K | 0.11% | 132 |
|
|
2019
Q3 | $295K | Hold |
1,990
| – | – | 0.11% | 137 |
|
|
2019
Q2 | $297K | Hold |
1,990
| – | – | 0.12% | 131 |
|
|
2019
Q1 | $284K | Hold |
1,990
| – | – | 0.11% | 140 |
|
|
2018
Q4 | $238K | Sell |
1,990
-18
| -0.9% | -$2.15K | 0.11% | 136 |
|
|
2018
Q3 | $286K | Hold |
2,008
| – | – | 0.11% | 136 |
|
|
2018
Q2 | $270K | Hold |
2,008
| – | – | 0.11% | 141 |
|
|
2018
Q1 | $260K | Hold |
2,008
| – | – | 0.08% | 143 |
|
|
2017
Q4 | $256K | Buy |
2,008
+18
| +0.9% | +$2.3K | 0.08% | 147 |
|
|
2017
Q3 | $242K | Hold |
1,990
| – | – | 0.07% | 147 |
|
|
2017
Q2 | $234K | Hold |
1,990
| – | – | 0.07% | 149 |
|
|
2017
Q1 | $225K | Hold |
1,990
| – | – | 0.07% | 152 |
|
|
2016
Q4 | $210K | Buy |
+1,990
| New | +$210K | 0.06% | 151 |
|