Plante Moran Financial 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 | $1.93M | Buy |
6,787
+5,038
| +288% | +$1.43M | 0.14% | 26 |
|
|
2025
Q1 | $428K | Sell |
1,749
-155
| -8% | -$37.9K | 0.04% | 96 |
|
|
2024
Q4 | $483K | Hold |
1,904
| – | – | 0.04% | 90 |
|
|
2024
Q3 | $464K | Hold |
1,904
| – | – | 0.04% | 87 |
|
|
2024
Q2 | $437K | Sell |
1,904
-27
| -1% | -$6.2K | 0.04% | 88 |
|
|
2024
Q1 | $455K | Sell |
1,931
-2,377
| -55% | -$560K | 0.05% | 88 |
|
|
2023
Q4 | $946K | Buy |
4,308
+2,375
| +123% | +$521K | 0.1% | 51 |
|
|
2023
Q3 | $377K | Buy |
1,933
+59
| +3% | +$11.5K | 0.05% | 96 |
|
|
2023
Q2 | $386K | Hold |
1,874
| – | – | 0.05% | 95 |
|
|
2023
Q1 | $365K | Buy |
1,874
+247
| +15% | +$48.1K | 0.05% | 98 |
|
|
2022
Q4 | $292K | Buy |
1,627
+900
| +124% | +$162K | 0.04% | 119 |
|
|
2022
Q3 | $124K | Hold |
727
| – | – | 0.02% | 185 |
|
|
2022
Q2 | $128K | Hold |
727
| – | – | 0.02% | 191 |
|
|
2022
Q1 | $162K | Sell |
727
-480
| -40% | -$107K | 0.03% | 180 |
|
|
2021
Q4 | $307K | Buy |
1,207
+480
| +66% | +$122K | 0.05% | 135 |
|
|
2021
Q3 | $172K | Hold |
727
| – | – | 0.04% | 208 |
|
|
2021
Q2 | $172K | Hold |
727
| – | – | 0.04% | 194 |
|
|
2021
Q1 | $156K | Sell |
727
-450
| -38% | -$96.6K | 0.04% | 197 |
|
|
2020
Q4 | $250K | Buy |
1,177
+620
| +111% | +$132K | 0.08% | 139 |
|
|
2020
Q3 | $100K | Sell |
557
-69
| -11% | -$12.4K | 0.04% | 236 |
|
|
2020
Q2 | $103K | Hold |
626
| – | – | 0.04% | 204 |
|
|
2020
Q1 | $79K | Hold |
626
| – | – | 0.04% | 213 |
|
|
2019
Q4 | $99K | Hold |
626
| – | – | 0.03% | 229 |
|
|
2019
Q3 | $93K | Hold |
626
| – | – | 0.03% | 247 |
|
|
2019
Q2 | $93K | Hold |
626
| – | – | 0.03% | 228 |
|
|
2019
Q1 | $89K | Buy |
626
+606
| +3,030% | +$86.2K | 0.03% | 233 |
|
|
2018
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 752 |
|