ProVise Management Group’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 | $2.25M | Buy |
7,915
+10
| +0.1% | +$2.84K | 0.18% | 97 |
|
2025
Q1 | $1.93M | Sell |
7,905
-210
| -3% | -$51.4K | 0.16% | 101 |
|
2024
Q4 | $2.06M | Sell |
8,115
-30
| -0.4% | -$7.61K | 0.18% | 100 |
|
2024
Q3 | $1.98M | Sell |
8,145
-186
| -2% | -$45.3K | 0.16% | 116 |
|
2024
Q2 | $1.91M | Sell |
8,331
-687
| -8% | -$158K | 0.16% | 114 |
|
2024
Q1 | $2.13M | Sell |
9,018
-60
| -0.7% | -$14.1K | 0.18% | 111 |
|
2023
Q4 | $1.99M | Sell |
9,078
-266
| -3% | -$58.4K | 0.17% | 126 |
|
2023
Q3 | $1.82M | Sell |
9,344
-30
| -0.3% | -$5.84K | 0.17% | 125 |
|
2023
Q2 | $1.93M | Sell |
9,374
-561
| -6% | -$115K | 0.17% | 127 |
|
2023
Q1 | $1.94M | Sell |
9,935
-181
| -2% | -$35.3K | 0.19% | 119 |
|
2022
Q4 | $1.82M | Sell |
10,116
-306
| -3% | -$55K | 0.18% | 121 |
|
2022
Q3 | $1.78M | Sell |
10,422
-268
| -3% | -$45.7K | 0.2% | 116 |
|
2022
Q2 | $1.88M | Sell |
10,690
-433
| -4% | -$75.9K | 0.2% | 116 |
|
2022
Q1 | $2.48M | Sell |
11,123
-182
| -2% | -$40.5K | 0.23% | 105 |
|
2021
Q4 | $2.88M | Sell |
11,305
-2,010
| -15% | -$512K | 0.26% | 101 |
|
2021
Q3 | $3.15M | Sell |
13,315
-1,153
| -8% | -$272K | 0.31% | 91 |
|
2021
Q2 | $3.42M | Sell |
14,468
-10,285
| -42% | -$2.43M | 0.35% | 80 |
|
2021
Q1 | $5.31M | Sell |
24,753
-478
| -2% | -$103K | 0.57% | 51 |
|
2020
Q4 | $5.35M | Sell |
25,231
-21
| -0.1% | -$4.45K | 0.62% | 48 |
|
2020
Q3 | $4.55M | Sell |
25,252
-693
| -3% | -$125K | 0.61% | 47 |
|
2020
Q2 | $4.28M | Buy |
25,945
+485
| +2% | +$80.1K | 0.61% | 50 |
|
2020
Q1 | $3.23M | Sell |
25,460
-54
| -0.2% | -$6.84K | 0.54% | 58 |
|
2019
Q4 | $4.05M | Sell |
25,514
-6
| -0% | -$953 | 0.5% | 61 |
|
2019
Q3 | $3.78M | Sell |
25,520
-1,777
| -7% | -$263K | 0.5% | 62 |
|
2019
Q2 | $4.08M | Sell |
27,297
-272
| -1% | -$40.6K | 0.55% | 51 |
|
2019
Q1 | $3.94M | Sell |
27,569
-399
| -1% | -$57K | 0.55% | 52 |
|
2018
Q4 | $3.35M | Buy |
27,968
+801
| +3% | +$95.9K | 0.53% | 55 |
|
2018
Q3 | $3.87M | Sell |
27,167
-504
| -2% | -$71.8K | 0.51% | 57 |
|
2018
Q2 | $3.72K | Sell |
27,671
-630
| -2% | -$85 | 0.28% | 81 |
|
2018
Q1 | $3.67M | Sell |
28,301
-3,321
| -11% | -$430K | 0.54% | 56 |
|
2017
Q4 | $4.04M | Sell |
31,622
-257
| -0.8% | -$32.8K | 0.58% | 51 |
|
2017
Q3 | $3.88M | Buy |
31,879
+16
| +0.1% | +$1.95K | 0.56% | 52 |
|
2017
Q2 | $3.75M | Buy |
31,863
+285
| +0.9% | +$33.5K | 0.57% | 54 |
|
2017
Q1 | $3.57M | Sell |
31,578
-95
| -0.3% | -$10.7K | 0.57% | 53 |
|
2016
Q4 | $3.35M | Sell |
31,673
-1,716
| -5% | -$181K | 0.57% | 54 |
|
2016
Q3 | $3.55M | Buy |
33,389
+981
| +3% | +$104K | 0.62% | 48 |
|
2016
Q2 | $3.3M | Buy |
32,408
+5,213
| +19% | +$531K | 0.61% | 47 |
|
2016
Q1 | $2.73M | Sell |
27,195
-3
| -0% | -$301 | 0.56% | 53 |
|
2015
Q4 | $2.71M | Buy |
27,198
+6,412
| +31% | +$639K | 0.57% | 49 |
|
2015
Q3 | $2.02M | Buy |
20,786
+944
| +5% | +$91.8K | 0.47% | 67 |
|
2015
Q2 | $2.12M | Buy |
19,842
+40
| +0.2% | +$4.26K | 0.45% | 67 |
|
2015
Q1 | $2.14M | Buy |
19,802
+802
| +4% | +$86.6K | 0.45% | 64 |
|
2014
Q4 | $1.93M | Buy |
19,000
+2,210
| +13% | +$225K | 0.41% | 75 |
|
2014
Q3 | $1.62M | Buy |
16,790
+850
| +5% | +$81.9K | 0.35% | 90 |
|
2014
Q2 | $1.54M | Buy |
+15,940
| New | +$1.54M | 0.33% | 94 |
|