PWM
Provident Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.87M | Sell |
27,689
-374
| -1% | -$106K | 2.57% | 7 |
|
|
2025
Q1 | $6.87M | Buy |
28,063
+648
| +2% | +$159K | 2.37% | 7 |
|
|
2024
Q4 | $6.96M | Buy |
27,415
+1,415
| +5% | +$359K | 2.32% | 7 |
|
|
2024
Q3 | $6.33M | Buy |
26,000
+1,537
| +6% | +$374K | 2.16% | 7 |
|
|
2024
Q2 | $5.62M | Buy |
24,463
+1,439
| +6% | +$330K | 2.05% | 9 |
|
|
2024
Q1 | $5.43M | Sell |
23,024
-68
| -0.3% | -$16K | 2.03% | 11 |
|
|
2023
Q4 | $5.07M | Sell |
23,092
-85
| -0.4% | -$18.7K | 2.22% | 10 |
|
|
2023
Q3 | $4.51M | Buy |
23,177
+123
| +0.5% | +$24K | 2.19% | 11 |
|
|
2023
Q2 | $4.74M | Sell |
23,054
-559
| -2% | -$115K | 2.34% | 10 |
|
|
2023
Q1 | $4.6M | Sell |
23,613
-641
| -3% | -$125K | 2.35% | 10 |
|
|
2022
Q4 | $4.36M | Sell |
24,254
-1,668
| -6% | -$300K | 2.56% | 10 |
|
|
2022
Q3 | $4.42M | Buy |
25,922
+4,896
| +23% | +$835K | 2.67% | 10 |
|
|
2022
Q2 | $3.69M | Buy |
21,026
+3,123
| +17% | +$548K | 2.34% | 13 |
|
|
2022
Q1 | $3.99M | Buy |
17,903
+17,611
| +6,031% | +$3.92M | 2.42% | 13 |
|
|
2021
Q4 | $74K | Hold |
292
| – | – | 0.05% | 67 |
|
|
2021
Q3 | $69K | Sell |
292
-6
| -2% | -$1.42K | 0.05% | 61 |
|
|
2021
Q2 | $70K | Hold |
298
| – | – | 0.06% | 62 |
|
|
2021
Q1 | $64K | Sell |
298
-238
| -44% | -$51.1K | 0.07% | 58 |
|
|
2020
Q4 | $114K | Buy |
536
+36
| +7% | +$7.66K | 0.13% | 54 |
|
|
2020
Q3 | $90K | Buy |
500
+248
| +98% | +$44.6K | 0.1% | 71 |
|
|
2020
Q2 | $42K | Buy |
+252
| New | +$42K | 0.05% | 49 |
|