Planning Directions’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 | $5.44M | Buy |
19,116
+620
| +3% | +$176K | 3.06% | 9 |
|
|
2025
Q1 | $4.52M | Buy |
18,496
+1,383
| +8% | +$338K | 1.93% | 16 |
|
|
2024
Q4 | $4.34M | Buy |
17,113
+954
| +6% | +$242K | 2.52% | 11 |
|
|
2024
Q3 | $3.93M | Buy |
16,159
+169
| +1% | +$41.1K | 2.34% | 12 |
|
|
2024
Q2 | $3.67M | Buy |
15,990
+437
| +3% | +$100K | 2.5% | 9 |
|
|
2024
Q1 | $3.67M | Buy |
15,553
+1,152
| +8% | +$272K | 2.55% | 8 |
|
|
2023
Q4 | $3.16M | Buy |
14,401
+1,031
| +8% | +$226K | 2.26% | 9 |
|
|
2023
Q3 | $2.6M | Sell |
13,370
-151
| -1% | -$29.4K | 1.99% | 10 |
|
|
2023
Q2 | $2.78M | Buy |
13,521
+1,677
| +14% | +$345K | 2.02% | 9 |
|
|
2023
Q1 | $2.31M | Buy |
11,844
+977
| +9% | +$190K | 1.72% | 13 |
|
|
2022
Q4 | $1.95M | Buy |
10,867
+976
| +10% | +$175K | 1.49% | 13 |
|
|
2022
Q3 | $1.69M | Buy |
9,891
+1,013
| +11% | +$173K | 1.36% | 13 |
|
|
2022
Q2 | $1.56M | Buy |
8,878
+219
| +3% | +$38.4K | 1.19% | 19 |
|
|
2022
Q1 | $1.93M | Sell |
8,659
-568
| -6% | -$127K | 1.35% | 15 |
|
|
2021
Q4 | $2.35M | Buy |
9,227
+203
| +2% | +$51.7K | 1.56% | 14 |
|
|
2021
Q3 | $2.13M | Buy |
9,024
+471
| +6% | +$111K | 1.55% | 15 |
|
|
2021
Q2 | $2.02M | Buy |
8,553
+627
| +8% | +$148K | 1.48% | 15 |
|
|
2021
Q1 | $1.7M | Sell |
7,926
-56
| -0.7% | -$12K | 1.34% | 19 |
|
|
2020
Q4 | $1.69M | Buy |
7,982
+23
| +0.3% | +$4.88K | 1.37% | 18 |
|
|
2020
Q3 | $1.43M | Sell |
7,959
-247
| -3% | -$44.5K | 1.26% | 19 |
|
|
2020
Q2 | $1.36M | Buy |
+8,206
| New | +$1.36M | 1.26% | 19 |
|
|
2020
Q1 | – | Sell |
-8,094
| Closed | -$1.29M | – | 100 |
|
|
2019
Q4 | $1.29M | Buy |
8,094
+307
| +4% | +$48.7K | 1.19% | 21 |
|
|
2019
Q3 | $1.15M | Buy |
7,787
+90
| +1% | +$13.3K | 1.11% | 22 |
|
|
2019
Q2 | $1.15M | Sell |
7,697
-227
| -3% | -$33.9K | 1.17% | 24 |
|
|
2019
Q1 | $1.13M | Buy |
7,924
+327
| +4% | +$46.7K | 1.34% | 22 |
|
|
2018
Q4 | $909K | Sell |
7,597
-87
| -1% | -$10.4K | 1.12% | 23 |
|
|
2018
Q3 | $1.1M | Buy |
7,684
+501
| +7% | +$71.4K | 1.02% | 24 |
|
|
2018
Q2 | $965K | Buy |
7,183
+473
| +7% | +$63.5K | 0.93% | 25 |
|
|
2018
Q1 | $870K | Buy |
+6,710
| New | +$870K | 0.85% | 24 |
|