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