Prosperity Planning’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 | $9.2M | Buy |
32,345
+794
| +3% | +$226K | 2.65% | 11 |
|
|
2025
Q1 | $7.72M | Buy |
31,551
+227
| +0.7% | +$55.5K | 2.42% | 13 |
|
|
2024
Q4 | $7.95M | Sell |
31,324
-742
| -2% | -$188K | 2.55% | 12 |
|
|
2024
Q3 | $7.81M | Buy |
32,066
+324
| +1% | +$78.9K | 2.47% | 12 |
|
|
2024
Q2 | $7.29M | Buy |
31,742
+374
| +1% | +$85.9K | 2.49% | 12 |
|
|
2024
Q1 | $7.4M | Buy |
31,368
+969
| +3% | +$228K | 2.56% | 12 |
|
|
2023
Q4 | $6.67M | Buy |
30,399
+917
| +3% | +$201K | 2.5% | 12 |
|
|
2023
Q3 | $5.74M | Buy |
29,482
+963
| +3% | +$188K | 2.4% | 12 |
|
|
2023
Q2 | $5.87M | Buy |
28,519
+1,472
| +5% | +$303K | 2.42% | 12 |
|
|
2023
Q1 | $5.27M | Buy |
27,047
+1,600
| +6% | +$312K | 2.3% | 12 |
|
|
2022
Q4 | $4.72M | Hold |
25,447
| – | – | 2.33% | 12 |
|
|
2022
Q3 | $4.34M | Buy |
25,447
+7,229
| +40% | +$1.23M | 2.27% | 12 |
|
|
2022
Q2 | $4.26M | Buy |
+18,218
| New | +$4.26M | 2.18% | 13 |
|
|
2022
Q1 | – | Hold |
0
| – | -$4.64M | – | 12 |
|
|
2021
Q4 | – | Hold |
0
| – | -$4.08M | – | 12 |
|
|
2021
Q3 | – | Hold |
0
| – | -$4.01M | – | 12 |
|
|
2021
Q2 | – | Sell |
-15,846
| Closed | -$3.4M | – | 12 |
|
|
2021
Q1 | $3.4M | Buy |
15,846
+1,546
| +11% | +$332K | 2.41% | 12 |
|
|
2020
Q4 | $3.03M | Buy |
+14,300
| New | +$3.03M | 2.57% | 12 |
|